Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
A Global View of Retirement Shows How U.S. Savers Stack Up
By John ManganaroA new global survey shows readiness remains lower in the U.S. than in many other developed countries.
March 21, 2023
10 Sobering Stats on Retirement Planning in 2023New research from Fidelity shows market volatility and workforce disruptions have dented retirement readiness.
March 17, 2023
Building Retirement Income Requires More Than Monte Carlo WizardryWhile they can be useful, Monte Carlo analyses don't factor in the psychological aspects of retirement income planning.
March 17, 2023
Here's the Salary Needed to Live in the 12 Most Expensive U.S. Metro AreasLiving comfortably might cost more than you think in these areas.
March 17, 2023
Do All of Your Clients Have an Estate Plan? They Probably Should.Starting the process early yields the best results, attorney Holly Geerdes tells ThinkAdvisor.
March 09, 2023
A Retirement Recipe for Advisors Who Don't 'Cook'Popular consultant Marcia Mantell's latest book is for production-based advisors and agents whose clients need retirement help.
March 08, 2023
Who Is Opening Donor-Advised Funds Today?DAFs continue to be the preferred charitable vehicle of many advisors and clients for a number of reasons.
March 07, 2023
7 Long-Term Care Program Ideas for Taxphobic TimesMinnesota asked experts about one LTC proposal and sparked brainstorming.