Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
12 Best States for Retirement: 2024
By Michael S. FischerWalletHub ranked the states on affordablility, health care and quality of life for retirees.
January 18, 2024
Woman Sues Genworth Over LTCI Survivorship BenefitThe insurer maintains that accepting a reduced benefit option wiped out the survivorship benefit.
January 18, 2024
Affluent Near-Retirees Need an Action Plan: Lincoln FinancialThe company's latest marketing campaign highlights such lasting pastimes as hiking, cooking and sailing.
January 16, 2024
8 Things I Learned About Meeting Wealthy People on a CruiseWhen sailing on a luxury ship, you meet people under ideal circumstances.
January 16, 2024
16 Most Expensive States for a Comfortable Retirement: 2024A retiree will need at least $1 million to retire comfortably in these states, GOBankingRates finds.
January 09, 2024
Qualifying for Medicaid LTC Benefits Could Get TougherHome equity exemptions could fall, and lookback periods for asset transfers could grow to 20 years.
January 05, 2024
8 Reasons Women Face Greater Retirement Risks Than MenSubstantial progress in educational and career attainment hasn't translated to an equitable level of post-work security.
January 04, 2024
Wealth.com Brings Estate Planning to the AI AgeThe advisor-facing platform can do what once took 20 hours in mere minutes, CEO Rafael Loureiro says.