Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
How to Grease the Long-Term Care Planning Gears
By Margie BarrieSomehow, we have to get this wheel turning.
March 18, 2022
Milevsky: The Most Important Financial Goal in Retirement Isn't What You ThinkAnnuities can help retirees meet this goal, the prolific academic and speaker tells ThinkAdvisor.
March 18, 2022
10 Worst States for Older Americans' COVID-19 Test Results NowOne key question for retirement planners is whether the effects on retirees' life expectancy will be temporary.
March 17, 2022
12 States Where $1M Runs Out Fastest in RetirementGOBankingRates looked at costs like housing, food and utilities across the country.
March 17, 2022
Underestimating Inflation Is a Big Retirement MistakeAdvisors should test their clients' financial plans against prolonged periods of 5% to 6% inflation.
March 17, 2022
Shoppers Seek Bigger Paycheck Protection AnnuitiesThe amount of coverage sought increased 23%, year-over-year, to $3,151.
March 16, 2022
4 Ways to Use Retirement Savings to Buy a Home (if You Must): MorningstarMorningstar's Christine Benz ranks the options from "least bad" to "very worst."
March 16, 2022
16 Retirement Planning Books to Read or RecommendSome of the best books on retirement planning according to advisors, accountants, agents and retirement planners.