Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
NFL Linebacker and Finance Whiz Shares 2 Big Money Mistakes to Avoid
By Jane Wollman RusoffNFL players make many of the same missteps as typical investors, Brandon Copeland of the Atlanta Falcons tells ThinkAdvisor.
January 20, 2022
Mandating Retirement Readiness CheckupsClients get their teeth checked. And their eyes. Why not their nest eggs?
January 18, 2022
12 Cheapest Countries for a Comfortable Retirement: 2022International Living ranked 25 safe, good-value retirement destinations and analyzed costs associated with an active lifestyle.
January 13, 2022
Medicare Recipients, Get Ready for Higher Costs: EBRIThe research group's estimate of retiree health care costs just posted one of its biggest increases in years.
January 05, 2022
17 Best Countries for Retirement Abroad: 2022International Living ranks the 25 countries in its index across 10 categories each year.
December 28, 2021
8 Predictions for Retirement in 2022Experts Wade Pfau, Jamie Hopkins, Carolyn McClanahan, David Blanchett and others share their respective outlooks on income planning, long term care and more.
December 21, 2021
How Does Spending Really Change in Retirement?Several studies focused on new retirees suggest that retired households actually consume less over time.
December 09, 2021
6 Long-Term Care Bills Introduced in 2021One measure would allow tax-exempt retirement plan distributions to be used to pay for long-term health care insurance.