Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
17 Best-Paying College Majors: 2023
By Michael S. FischerThese fields of study lead to earnings above the national median, according to the New York Fed.
February 28, 2023
A Hidden Source of Wealth Many Retirees OverlookUnlocking home equity by relocating to a cheaper housing market can provide a significant source of retirement funding.
February 28, 2023
The 12 U.S. House Districts With the Most Boomer Long-Term Care NeedAbout 5.4 million Americans ages 65 through 74 have trouble living on their own.
February 27, 2023
Quiz: Can You Name That Trust?Step right up and put your knowledge of estate planning to the test.
February 24, 2023
6 Big Retirement Conflicts Married Couples FaceRetirement brings a raft of contentious choices, from where to live to when to claim Social Security benefits.
February 24, 2023
Part B Premiums: A Medicare Customer QuestionOne of the most confusing Medicare concerns is one of the most common Medicare concerns.
February 24, 2023
Higher-Income Medicare Enrollees Worry About Provider AccessThey are also thinking hard about which providers they can see, according to a new eHealth survey.
February 24, 2023
12 States Where College Grads Are Drinking LessThe overall level of improvement might explain why your clients still face longevity risk despite the pandemic.