Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Here's How Much Retiring Clients Can Expect to Pay for Health Care: Fidelity
By Allison BellThe number, up 4.8% from 2023, is a chance to get clients thinking about Medicare enrollment.
August 06, 2024
Only a Quarter of Americans Expect to Leave an InheritanceMeanwhile, about 32% of millennials and 38% of Gen Zers expect to receive an inheritance, Northwestern Mutual found.
August 01, 2024
15 Best Value Private Colleges: Princeton Review, 2024The rankings take into account academics, costs, student debt, career services and graduation rates.
July 30, 2024
How Medicare Can Make Summer HealthierOne way to connect with older clients is to tell them about benefits that are right for the season.
July 26, 2024
12 Most Expensive Retirement TownsThese locales have large senior populations, but housing, groceries, health care, transportation and utilities can be pricey.
July 24, 2024
The Hard Truth About Exiting the WorkforceWe all like to imagine leaving the job on our own terms, but that's far from a guarantee.
July 24, 2024
As Retirement Approaches, Gen X Workers Are WorriedMore are reporting that they have pushed back the date they plan leave the workforce.
July 24, 2024
15 Most Expensive Cities for a High-End LifestyleJulius Baer tracked 12 consumer goods and eight services to gauge the cost of "living well."