Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
6 Best Untapped Markets for Real Estate Investing Abroad: Report
By Michael S. FischerThese countries have cheap property, growing economies and are fun for investors to visit, according to Live and Invest Overseas.
March 03, 2022
States Clash Over Long-Term Care Issuer Rehab EffortWashington state is trying to keep a failed LTCI issuer from offering a premium increase options package.
March 02, 2022
Clients Can Never Have Too Much InsuranceSure, you know your clients need all kinds of protection. Do they?
March 02, 2022
5 Top State of the Union Takeaways for Retirement SpecialistsBiden talked about some programs, proposals and ideas that could affect retirement specialists and their clients.
March 01, 2022
What to Tell Clients Who Want to Retire Now: Advisors' AdviceWe asked advisors how war in Ukraine and surging inflation might affect clients ready to retire within six months.
February 25, 2022
15 Cheapest States for Long-Term Care: 2021Costs are surging nationwide, but care is still far cheaper in some states than others, Genworth reports.
February 24, 2022
How to Claim Social Security, Pay Taxes When Retiring OverseasRussia's invasion of Ukraine need not foil your client's plan to retire abroad, Kathleen Peddicord tells ThinkAdvisor.
February 22, 2022
15 Most Expensive States for Long-Term Care: 2021Labor shortages and the pandemic have pushed up costs of home-based and nursing home care, Genworth reports.