Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
12 States Where $1M Will Last Longest in Retirement
By Michael S. FischerGOBankingRates examined how long a 65-year-old could live comfortably on this amount of savings.
December 20, 2022
'Must Pass' Spending Bill Includes 401(k) LTCI Premium Provision in Secure 2.0 ActParticipants could spend $2,500 per year on premiums without paying early withdrawal penalties.
December 16, 2022
Quiz: Do You Know These Social Security Facts for 2023?Can you ace this quiz on key Social Security facts, figures and tax rules?
December 16, 2022
Medicare Advantage Managers Propose 2024 Ban on Lead SalesCMS also wants to create new agent supervision and marketing material review requirements.
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.