Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
7 Keys to Attracting Gen Xers and Millennials to Your Practice
By Ginger SzalaT. Rowe Price studied Gen X and Y top earners and found differences between what they want, and what advisors think they want.
March 08, 2021
Is Lockdown a Dress Rehearsal for Your Client's Retirement?Your client is stuck at home due to pandemic restrictions. During retirement they might be stuck as well, if they don't plan and save.
March 05, 2021
4 in 5 Women Are Under Financial Stress: FidelityFidelity has rolled out a monthlong virtual pop-up series focused on a healthier financial future for women.
February 08, 2021
9 Ways to Get Clients Thinking About the FutureYour clients want to stay ahead of the curve. That requires planning ahead.
January 26, 2021
12 Best States for Retirement: 2021WalletHub compared the states based on affordability, quality of life and health care.
January 19, 2021
10 Cheapest Countries for a Comfortable Retirement AbroadInterest in moving out of the U.S. surged after the Capitol riot, International Living reports.
December 03, 2020
Is Your Client Headed for a Reckless Retirement?Tolerance for risk is one thing. A failure to notice and respect risk is something else.
October 30, 2020
4 Ways Cash-Strapped Retirees Can Cut ExpensesStanford Center for Longevity's Steve Vernon explains how spending changes and other strategies can be used to fill income gaps.