Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
3 Ways to Add Caregiving, Longer Careers to Retirement Plans
By Jessica TumanAdvisors should consider their clients' potential unpaid caregiving for both children and parents, as well as their paid work beyond age 65.
March 09, 2022
Here's How Much Clients Should Have Saved for Retirement at 5 Different AgesJ.P. Morgan Asset Management determined some "checkpoints" to help advisors see if clients' savings are on track.
March 08, 2022
Women Have Narrowed Financial Confidence Gap With Men Since 2020: StudyWomen are more positive about financial management now than they were two years ago, a survey found.
March 07, 2022
Medicare Plans for the Life and Annuity SpecialistA retirement plan without a Medicare talk is like a car without tires.
March 07, 2022
Why Retirement Isn't Necessarily the Same as Not WorkingYou can still retire, you just have to be proactive and resilient to a more uncertain world. To be honest, there's no choice.
March 07, 2022
6 Best Untapped Markets for Real Estate Investing Abroad: ReportThese countries have cheap property, growing economies and are fun for investors to visit, according to Live and Invest Overseas.
March 04, 2022
20 Hottest Luxury Real Estate Markets: 2022Luxury real estate became the investment of choice for many ultra-wealthy individuals in 2021, Knight Frank reports.
March 03, 2022
15 Hardest-Working Cities in America: 2022WalletHub analyzed factors like length of workweek, unused vacation time and the share of workers with multiple jobs.