Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Long-Term Care Players Gather — in Person
By Margie BarrieOptimism, about topics such as a resurgence in group long-term care insurance, is in the air.
March 17, 2022
12 States Where $1M Runs Out Fastest in RetirementGOBankingRates looked at costs like housing, food and utilities across the country.
March 17, 2022
Underestimating Inflation Is a Big Retirement MistakeAdvisors should test their clients' financial plans against prolonged periods of 5% to 6% inflation.
March 17, 2022
Shoppers Seek Bigger Paycheck Protection AnnuitiesThe amount of coverage sought increased 23%, year-over-year, to $3,151.
March 16, 2022
4 Ways to Use Retirement Savings to Buy a Home (if You Must): MorningstarMorningstar's Christine Benz ranks the options from "least bad" to "very worst."
March 16, 2022
16 Retirement Planning Books to Read or RecommendSome of the best books on retirement planning according to advisors, accountants, agents and retirement planners.
March 15, 2022
What Inflation Really Means for Retirement PortfoliosInvestors may need to make tough decisions to counteract the effects of inflation, Manulife Investment Management executives say.