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 Planning: What Advisors Should Know
By Ginger SzalaPhysician and advisor Carolyn McClanahan outlined how advisors can help with long-term care decisions.
September 20, 2021
William Sharpe: There Is No Retirement 'Number'The Nobel laureate talks to ThinkAdvisor about retirement uncertainty, co-founding Financial Engines and the market development that has him "freaked out."
September 14, 2021
What to Tell Clients Who Want to Play With FIRE: Advisors' AdviceWe asked advisors how they counsel clients interested in the goals of the FIRE movement: Financial Independence, Retire Early.
September 14, 2021
20 Best U.S. Cities for Retirement: 2021WalletHub ranked 182 cities on affordability, activities, quality of life and health care for retirees.
September 10, 2021
The Dangers of Co-signing a Grandchild's Student LoanThough they have good intentions, clients who want to help their family this way need to understand the risks.
September 08, 2021
Americans Say They're Now Less Likely to Work Far Into Their 60sThe share of respondents to a New York Fed survey expecting to work past 62 dropped to its lowest level since 2014.
September 01, 2021
Workers Over 40 Aren't Saving Enough for Retirement: IRIThe retirement saving behavior of workers does not support their retirement income expectations, the study found.
September 01, 2021
12 Hardest-Working States in America: 2021In honor of Labor Day, WalletHub looked at metrics like hours worked, employment rates and time spent volunteering.