Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
More Workers Keeping Assets in DC Plans After Retirement: J.P. Morgan
By Michael S. FischerRetirees are spending more than expected in early retirement and should plan to replace 90% of income, the research finds.
October 19, 2021
Senators Sign On to Medicare Advantage Defender TeamThe list of 13 members includes five Republicans, Kyrsten Sinema and Joe Manchin.
October 19, 2021
Two-Thirds of Americans Don't Use Financial Advisors: SurveyPeople investing in real estate, equities or insurance often lack access to sound financial advice, an educators' group says.
October 15, 2021
Most Americans Terrified a Health Care Crisis Will Affect Retirement: SurveyA Nationwide survey found that 69% see another pandemic happening in their lifetime.
October 13, 2021
Social Security COLA Set at 5.9% for 2022It will be the largest cost-of living adjustment in 40 years.
October 01, 2021
Rethinking Risk in Retirement PlanningDownward income adjustments are inconvenient, maybe even painful. But they don't mean financial ruin.
September 27, 2021
Long-Term Care Planning: What Advisors Should KnowPhysician and advisor Carolyn McClanahan outlined how advisors can help with long-term care decisions.
September 23, 2021
Gen Z Workers Are Financially 'Mature for Their Age': SchwabThey're also more likely than other generations to say they would take financial advice, a survey found.