Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Workers Are Saving, But Few Feel Very Confident About Retirement: Study
By Michael S. FischerAlso, 16% of workers across generations believe their retirement confidence has dropped due to the pandemic, Transamerica research finds.
July 20, 2021
The Real Threat of Inflation in RetirementThe recent CPI jump may actually be a boon for retirees, but the effects of inflation on retirement are broader than a price index can capture.
July 15, 2021
5 Ways to Use Social Security's New Statements to Help Your ClientsA new graphic illustrating the effects of claiming at nine different ages makes a handy tool even handier, Jeffrey Levine and others say.
July 13, 2021
Costco Offers Better Prices Than Medicare 50% of the Time: StudyAccording to USC research: 'It's time to fix incentives in the Medicare Part D system to put the patient first.'
July 13, 2021
Social Security COLA Estimate for 2022 Raised to 6.1%The latest estimated cost-of-living adjustment reflects a 5.4% increase in the consumer price index for the past 12 months.
July 12, 2021
11 Dreams to Motivate Your Client to InvestWhether it's helping family, leaving a legacy or buying a beach house, having a concrete goal can help your clients save and invest more.
July 09, 2021
So You've Helped Your Client Invest for Retirement. Now Comes the Hard Part.Advisors with clients entering the decumulation phase need to hone their psychology chops, behavioral expert Suzanne Shu tells ThinkAdvisor.
July 06, 2021
Finances of Gen Xers, Millennials Hit Hardest by Pandemic: StudyYounger generations reported more negative financial fallout than older ones in a Society of Actuaries survey.