Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Half of Older Americans Considering 'Unretirement': Survey
By Michael S. FischerPre-retirees and retirees are considering delaying or coming out of retirement, a survey found.
August 17, 2023
Jamie Hopkins: What the CFP Mark Really Means NowThe certification will only become more important in the future, the Carson Group exec tells ThinkAdvisor.
August 14, 2023
There's No Auto-Pilot Setting for RetirementMarket volatility, inflation and the many challenges associated with life after work mean constant adjustment is needed.
August 10, 2023
12 Best States for Health Care: 2023These states offer the best combination of affordability, accessibility and quality of care, according to WalletHub.
August 10, 2023
Broker's Customers Want Others to Pay for Medicare FixMore than half of customers surveyed said they were unwilling to make sacrifices to shore up the program.
August 10, 2023
Genworth Set to Offer Long-Term Care Services in TexasTom McInerney, the CEO, says the company's value is now tied to CareScout and mortgage insurance.
August 04, 2023
12 States Where It Takes the Most Money to Be Happy: SurveyMoney might not buy happiness, but Americans say, on average, that 50% more would help.
August 03, 2023
Health Ministry Plans Begin to Set Their Own RulesThey're free from ACA requirements, but the GAO found they want to curb bad practices.