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 Long-Term Care Bills Introduced in 2021
By Melanie WaddellOne measure would allow tax-exempt retirement plan distributions to be used to pay for long-term health care insurance.
December 01, 2021
8 Best U.S. Cities for Retirement Over the Past 5 YearsWe pored over WalletHub data to see which destinations were flashes in the pan and which are enduring favorites.
November 23, 2021
Martha Shedden: Why Advisors Should Watch the Social Security 2100 BillMisinformation on the program abounds, the Social Security analyst says.
November 22, 2021
Christine Benz on the Industry Issue That Keeps Her Up at NightThe Morningstar columnist also dishes on her love of cooking and why "life planning" is the next frontier for advisors.
November 17, 2021
Marcia Mantell: Social Security, Medicare and What Advisors Need to KnowThe retirement expert discusses key statistics to watch and provides a glimpse into how she happily takes her work home.
November 01, 2021
How Does Social Security Rank Against Other Countries' Retirement Programs?Mercer and the CFA Institute have issued a report card grading retirement systems across the world.
October 26, 2021
Where Clients Go Wrong in Predicting Life ExpectancyCare must be taken to ensure mortality assumptions are reasonable because errors can significantly impact a retirement plan.
October 26, 2021
13 Scariest Retirement Statistics: 2021These scary facts could make pre- and post-retirees tremble.