Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
6 Planning Points to Help Clients Live Long and Prosper: Morningstar
By Ginger SzalaStanford Center on Longevity's Laura Carstensen explains why people are living longer and how it affects future planning.
September 14, 2021
20 Best U.S. Cities for Retirement: 2021WalletHub ranked 182 cities on affordability, activities, quality of life and health care for retirees.
September 10, 2021
The Dangers of Co-signing a Grandchild's Student LoanThough they have good intentions, clients who want to help their family this way need to understand the risks.
September 08, 2021
Americans Say They're Now Less Likely to Work Far Into Their 60sThe share of respondents to a New York Fed survey expecting to work past 62 dropped to its lowest level since 2014.
September 01, 2021
Workers Over 40 Aren't Saving Enough for Retirement: IRIThe retirement saving behavior of workers does not support their retirement income expectations, the study found.
September 01, 2021
12 Hardest-Working States in America: 2021In honor of Labor Day, WalletHub looked at metrics like hours worked, employment rates and time spent volunteering.
August 30, 2021
How to Get Tax Breaks for Caring for an Aging Family MemberThose who care for a family member who qualifies as a dependent may be entitled to deduct medical expenses.
August 23, 2021
Christine Benz Calls Semi-Retirement a 'Phenomenon'More retirees are choosing to stay partially in the workforce for financial and other reasons, the personal finance director tells ThinkAdvisor.