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 Much Has Retirement Cost Since the 1950s?
By Richard BinderUsing Fidelity's "10x income" rule, here's a look at how the cost retirement has changed over nearly 70 years.
April 29, 2021
Annuities Could Help the Service Industry: Idea FileMichael Finke says retirement income security increases spending on restaurants and travel.
April 27, 2021
7 Keys to Attracting Gen Xers and Millennials to Your PracticeT. Rowe Price studied Gen X and Y top earners and found differences between what they want, and what advisors think they want.
April 27, 2021
Actuaries to Study How COVID-19 Affects Patients' SpousesIn the past, one spouse's need for long-term care has increased the odds the other spouse will need care.
April 16, 2021
Here's What's Wrong With Raising RMD Age to 75, According to Retirement Experts"Delaying RMDs to age 75 is truly a solution in search of a problem," Morningstar's Christine Benz says. Others concur.
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.