Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
15 Best Cities for Financial Security in Retirement
By Michael S. FischerOlder adults in these cities experience less poverty and higher rates of homeownership, according to SmartAsset.
September 21, 2023
How Ready Are Americans for Retirement? Here are 12 New StatsFidelity's recent survey of 3,500 retirement planning clients finds causes for concern.
September 21, 2023
Medicare Can Cover a Lot More Home Care: Witness to Senate PanelMedicare advocate Judith Stein said the idea that home care coverage is a short-term benefit is wrong.
September 19, 2023
12 New Medicare Bills to Watch This FallIdeas with bipartisan support include increasing coverage of obesity drugs and acupuncture.
September 13, 2023
15 Best Countries for Retirement Security: 2023The U.S. fell two spots in Natixis' annual ranking.
September 13, 2023
8 Key Risks Facing Older InvestorsThoughtful best practices by advisors can hedge growing risks, Fidelity says.
September 13, 2023
Long-Term Care Insurance Sales Rise at Some Carriers: A.M. BestThree reported an increase of more than 10% in the number of new lives covered.
September 11, 2023
How Housing Wealth Really Flows Through Generations: StudyA new analysis considers how housing market conditions experienced in childhood affect wealth accumulation in adulthood.