Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
15 Best Cities for Retirees: 2022
By Michael S. FischerThese cities are tops when it comes to factors such as health care, affordable housing, community engagement and transportation.
August 05, 2022
12 Worst States for Living in Retirement: 2022Caring.com developed comprehensive ranking criteria for states based on 46 key metrics across five categories.
August 03, 2022
How Planning Innovator Sheryl Garrett Is Designing Her Own RetirementThe Garrett Planning Network founder tells ThinkAdvisor how she's sowing the seeds — actual seeds — of retirement security.
August 01, 2022
How to Plan When One Spouse Retires While the Other Keeps WorkingThis arrangement helps couples stretch retirement assets, but be mindful of "the psychological component," Douglas Boneparth says.
August 01, 2022
Are Clients Too Scared of Long-Term Care Costs?A T. Rowe Price vice president thinks that might be the case. Others have different ideas.
August 01, 2022
12 Best States for Living in Retirement: 2022Caring.com ranked the states based on 46 key metrics across five categories.
July 29, 2022
Globe Life Releases COVID-19 Death AssumptionsThe company estimates that the death toll will fall to 60,000 in the second half, from 185,000 in the first half.
July 28, 2022
Schumer-Manchin Deal May Raise Some Life Insurers' TaxesHere are H.R. 5376 highlights for life, health and annuity advisors.