Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
10 Places for a Cheap, Comfortable Retirement Abroad
By Michael S. FischerRetirees can live well in many of these regions for less than $2,000 a month, International Living reports.
December 27, 2024
Will the Medicare Plan Market Please Stop Shaking?Amanda Brewton, a distribution and policy veteran, has ideas about how agents can help add stability.
December 23, 2024
Top 15 Up-and-Coming U.S. Cities for 2025Americans are turning to locales once overlooked as too quiet as ideal places to live, Real Estate Witch found.
December 23, 2024
Americans Plan to Focus on Financial Stability in 2025Thrity-eight percent of Allianz Life survey respondents said this was their top priority.
December 20, 2024
Preparing for Medicare Changes in the New YearThe costs are higher and the benefits are different.
December 20, 2024
A 10-Point Holiday Family Wellness CheckWhen was the last time you and your clients looked, carefully, inside your parents' refrigerators?
December 18, 2024
Fewer RIA Leaders Are Planning for Succession. What Gives?Even as firm executives age and assets under management expand, less attention is being paid to business continuity.
December 18, 2024
Top 10 Cities Where Boomers Are Moving: 2024SmartAsset analyzed Census data on 267 U.S. cities with populations of 100,000 or more.