Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Does Working Longer Help You Live Longer?
By Alan GoforthA CRR analysis of a Dutch tax incentive finds a possible link between working longer and increased longevity.
April 27, 2021
7 Keys to Attracting Gen Xers and Millennials to Your PracticeT. Rowe Price studied Gen X and Y top earners and found differences between what they want, and what advisors think they want.
April 27, 2021
Actuaries to Study How COVID-19 Affects Patients' SpousesIn the past, one spouse's need for long-term care has increased the odds the other spouse will need care.
April 16, 2021
Here's What's Wrong With Raising RMD Age to 75, According to Retirement Experts"Delaying RMDs to age 75 is truly a solution in search of a problem," Morningstar's Christine Benz says. Others concur.
March 08, 2021
Is Lockdown a Dress Rehearsal for Your Client's Retirement?Your client is stuck at home due to pandemic restrictions. During retirement they might be stuck as well, if they don't plan and save.
March 05, 2021
4 in 5 Women Are Under Financial Stress: FidelityFidelity has rolled out a monthlong virtual pop-up series focused on a healthier financial future for women.
February 08, 2021
9 Ways to Get Clients Thinking About the FutureYour clients want to stay ahead of the curve. That requires planning ahead.
January 26, 2021
12 Best States for Retirement: 2021WalletHub compared the states based on affordability, quality of life and health care.