Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Why Spending Falls and Financial Satisfaction Rises in Old Age
By Dinah Wisenberg BrinIt doesn't appear the decline in spending is due to money constraints, a new paper suggests.
September 06, 2022
12 Best U.S. Cities for Retirement: 2022With Americans' retirement confidence slipping, many retirees may consider relocating to a city where a dollar goes further.
August 30, 2022
5 Reasons Affluent Clients Might Need Long-Term Care InsurancePaying for care with their own assets could have steep tax and estate planning consequences.
August 26, 2022
COVID-19 Didn't Change Older Americans' Retirement Expectations: StudyDespite the pandemic's financial impact, most respondents didn't delay their anticipated retirement or Social Security claiming age.
August 26, 2022
How to Avoid Medicare Penalties: A Medicare Customer QuestionClients should understand that some people with Medicare Part B and drug coverage pay more than others.
August 26, 2022
9 Lessons From John Hancock's $26M LTCI SettlementLong-term care insurance is complicated and policyholders need professional guidance, LTCI specialists say.
August 25, 2022
War, Inflation and Retirement: How Could Current Events Shape Long-Term Plans?Advisors can be invaluable to retirees and near-retirees by guiding them through the current economic uncertainty.
August 22, 2022
IMG Adds Coverage for U.S. Visitors With Health ProblemsThe policy is available to travelers under the age of 75.