Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
9 Surprises Americans Find in Retirement: Survey
By John ManganaroThe evolving post-work landscape presents aspects both positive (freedom) and negative (financial vulnerability).
September 26, 2023
John Hancock to Sell Life-Long-Term Care Product Through WorksitesGolf legend Jack Nicklaus will give the launch extra lift.
September 26, 2023
Helping Pro Athletes Plan for 'Retirement' by 40These wealthy clients could be looking at a 50-year retirement, Kristopher Martin of Element Pointe says.
September 26, 2023
12 Best U.S. Cities for Retirement: 2023Besides affordability, retirees who want to move will focus on a host of other factors in choosing their new home.
September 22, 2023
15 Best Cities for Financial Security in RetirementOlder adults in these cities experience less poverty and higher rates of homeownership, according to SmartAsset.
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.