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 Runs Out Fastest in Retirement
By David BaumannGOBankingRates looked at costs like housing, food and utilities across the country.
March 16, 2022
4 Ways to Use Retirement Savings to Buy a Home (if You Must): MorningstarMorningstar's Christine Benz ranks the options from "least bad" to "very worst."
March 16, 2022
16 Retirement Planning Books to Read or RecommendSome of the best books on retirement planning according to advisors, accountants, agents and retirement planners.
March 15, 2022
What Inflation Really Means for Retirement PortfoliosInvestors may need to make tough decisions to counteract the effects of inflation, Manulife Investment Management executives say.
March 15, 2022
New Program Can Cover Up to 50 Weeks of Home CareThe short-term care policy can provide up to $60,000 in total benefits.
March 15, 2022
A Hard Look at Raising the Retirement AgeThis change could bolster the Social Security system, but Marcia Mantell and other retirement experts caution that the reality is complicated.
March 14, 2022
S&P Global Upgrades GenworthFor retirement planners, the news is one of several signs of life in the long-term care product market.