Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
COVID-19 Cut U.S. Workforce by About 500,000: Researchers
By Allison BellMuch of that effect could be due to older workers deciding to retire early.
September 09, 2022
Why Spending Falls and Financial Satisfaction Rises in Old AgeIt doesn't appear the decline in spending is due to money constraints, a new paper suggests.
September 08, 2022
Medicare Plan Distributors Add Call Recording ToolsThe companies are trying to help retail agents comply with new federal marketing rules.
September 07, 2022
Pacific Prime Updates International Health Insurance GuideThe report can help advisors with clients who want to work or retire outside the United States.
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.