Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
One Bad Car Accident: LTCI Insider
By Margie BarrieEverything can change in an instant.
March 15, 2022
A Hard Look at Raising the Retirement AgeThis change could bolster the Social Security system, but Marcia Mantell and other retirement experts caution that the reality is complicated.
March 14, 2022
S&P Global Upgrades GenworthFor retirement planners, the news is one of several signs of life in the long-term care product market.
March 11, 2022
3 Ways to Add Caregiving, Longer Careers to Retirement PlansAdvisors should consider their clients' potential unpaid caregiving for both children and parents, as well as their paid work beyond age 65.
March 10, 2022
2023 Social Security COLA Estimated at 7.6% as CPI Keeps RisingMary Johnson of The Senior Citizens League sees inflation continuing and those on fixed budgets hurting.
March 10, 2022
U.S. Household Net Worth Jumps to a Record on Equities, HousingThe figure grew by $5.3 trillion, or 3.7%, in the fourth quarter, pushing total U.S. net worth to more than $150 trillion.
March 09, 2022
Here's How Much Clients Should Have Saved for Retirement at 5 Different AgesJ.P. Morgan Asset Management determined some "checkpoints" to help advisors see if clients' savings are on track.
March 08, 2022
Women Have Narrowed Financial Confidence Gap With Men Since 2020: StudyWomen are more positive about financial management now than they were two years ago, a survey found.