Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
6 Reasons Living Abroad Is Attractive for Retirees
By John ManganaroDomestic and global trends are reshaping Americans’ considerations about moving out the the U.S. after leaving work.
November 10, 2025
Genworth Plans to Offer Market-Linked Long-Term Care BenefitsCEO Tom McInerney said the firm is also looking at the worksite and association markets.
November 07, 2025
12 Cheapest Places to Retire in 2026: U.S. NewsLow costs for both renters and mortgage-paying homeowners make them economical spots for retirees to call home.
November 06, 2025
Need to Refresh Your Social Media Presence?Learn how to identify and master high-quality channels where ideal prospects are most active on Nov. 20.
November 06, 2025
There’s a New (and Cheaper) Way for Clients to Borrow Against Their PortfoliosA solution from Vest applies the philosophy behind buffer ETFs to portfolio-based financing.
November 06, 2025
Advent of Weight-Loss Drugs Could Extend Retirement Savers' LivesReinsurance Group of America sees the medications as a force to watch carefully.
November 05, 2025
12 Best Cities for Retirement in 2026: U.S. NewsThis analysis of 859 cities surfaces affordable, under-the-radar places to live.
November 05, 2025
Half of U.S. Millionaires Think Their Financial Planning Needs ImprovementThose with advisors reported feeling more secure than wealthy counterparts who do not work with one, research finds.