Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
15 Happiest Cities in America
By Michael S. FischerMoney can't necessarily buy happiness, but there's definitely a correlation, according to SmartAsset.
December 13, 2022
David Blanchett: The Problem With 'Safe' Retirement Withdrawal RatesMorningstar's 3.8% withdrawal figure is a helpful starting point, but it's not the end of the discussion.
December 13, 2022
Regulators End Effort to Develop Long-Term Care Hybrid RulesSome officials say current regulations appear to be working well.
December 12, 2022
Here's the New 'Safe' Withdrawal Rate: MorningstarWhile still lower than the traditional 4% withdrawal assumption, the new figure is appreciably higher than the 2021 rate.
December 08, 2022
Older Homeowners Plan to Stay Put in Retirement: SurveyA BofA survey found most Gen X and baby boomer homeowners plan to or have retired in a house they own.
December 08, 2022
Federal Government to Suspend Long-Term Care Benefits ProgramThe program will stop taking new enrollees at 11:59 p.m. Dec. 18 and not resume enrollment for at least two years.
December 08, 2022
How Medicare Is Changing in 2023Here's a cheat sheet for how part of your older clients' world will work in 2023.
December 02, 2022
11 Most Expensive Cities in the World: 2022As prices soar around the world, three U.S. cities rank among those with the highest cost of living.