Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
New Service Supports Estate Planning for Adults Without Children
By John ManganaroChildfree Trust helps clients create estate documents and designate a professional fiduciary team to manage their affairs.
December 23, 2025
Many Americans Aren’t Looking Forward to a Happy New Year: SurveyNearly half are more stressed heading into 2026 than they were 12 months ago, Allianz Life finds.
December 23, 2025
NAIFA President Worries About Life and Annuity Long-Term Care RidersChristopher Gandy told state regulators he has concerns about pricing and underwriting.
December 23, 2025
Disability Insurance Builds Financial WellnessHere are three ways advice about income protection can make clients stronger.
December 22, 2025
Why More Seniors Are Returning to Work After RetirementA new survey identifies a clear uptick in the proportion of people who "unretire."
December 22, 2025
5 Things to Know About Pushing the Medicare Eligibility Age to 67That probably won't happen any time soon, analysts say. But it could.
December 18, 2025
Top 10 U.S. Cities for a Long, Happy RetirementStorageCafe assesses how well cities are prepared for a wave of retirees stepping into retirement amid economic uncertainty.
December 18, 2025
7 Moves With a Big Effect on Retirement SavingsSmall changes can have surprisingly big effects on retirement account balances — for better or worse.