Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Helping Pro Athletes Plan for 'Retirement' by 40
By John ManganaroThese wealthy clients could be looking at a 50-year retirement, Kristopher Martin of Element Pointe says.
September 22, 2023
Yes, Homeowners Insurance Is Your ConcernFor many high-net-worth clients, this has suddenly become the top financial headache.
September 21, 2023
Many High-Income Medicare Enrollees Struggle, Too: SurveyAbout 20% reported having cost-related problems with access to care.
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.