Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
'Must Pass' Spending Bill Includes 401(k) LTCI Premium Provision in Secure 2.0 Act
By Allison BellParticipants could spend $2,500 per year on premiums without paying early withdrawal penalties.
December 15, 2022
15 Happiest Cities in AmericaMoney can't necessarily buy happiness, but there's definitely a correlation, according to SmartAsset.
December 14, 2022
Lincoln Financial Aims to Increase MoneyGuard Life-LTC Hybrid SalesExecutives say the long-term care products are doing well and meet an important need.
December 13, 2022
The 10 Fastest Rising Costs for SeniorsOverall, prices were up 7.1% in November from a year ago.
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.