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 Cheapest Big Cities in the World: 2021
By Michael S. FischerThe cheapest cities in the EIU's latest World Cost of Living index are mainly in the Middle East, Africa and poorer parts of Asia.
November 23, 2021
Martha Shedden: Why Advisors Should Watch the Social Security 2100 BillMisinformation on the program abounds, the Social Security analyst says.
November 22, 2021
Christine Benz on the Industry Issue That Keeps Her Up at NightThe Morningstar columnist also dishes on her love of cooking and why "life planning" is the next frontier for advisors.
November 17, 2021
Marcia Mantell: Social Security, Medicare and What Advisors Need to KnowThe retirement expert discusses key statistics to watch and provides a glimpse into how she happily takes her work home.
November 01, 2021
How Does Social Security Rank Against Other Countries' Retirement Programs?Mercer and the CFA Institute have issued a report card grading retirement systems across the world.
October 26, 2021
Where Clients Go Wrong in Predicting Life ExpectancyCare must be taken to ensure mortality assumptions are reasonable because errors can significantly impact a retirement plan.
October 26, 2021
13 Scariest Retirement Statistics: 2021These scary facts could make pre- and post-retirees tremble.
October 25, 2021
How 10 Advisors Help Clients Find Their 'Retirement Number': Advisors' AdviceWhen it comes to how much to save for retirement, there's no single "magic number," or even a magic formula.