Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
14 Best Places to Retire on $1,200 a Month
By Michael S. FischerRetirement abroad is possible even for Americans on a limited budget, according to research from International Living.
September 18, 2025
Rate Cut Won’t Ease Retirement Worries: Allianz LifeUncertainty is high around retirement income, health care costs and risk management, a new survey finds.
September 17, 2025
12 Best Countries to Retire AbroadThe Global Citizen Solutions ranking considers quality of life, ease of integration and tax friendliness.
September 11, 2025
12 Worst Cities for Retirement: 2025These cities are seriously lacking in areas like health care, affordability and quality of life, according to WalletHub.
September 09, 2025
Pushing 60, Gen Xers Worry They'll Go Broke in RetirementMost think they'll outlive their money, and nearly half plan to work in retirement, Northwestern Mutual finds.
September 07, 2025
Gen X Retirement Savers Need Emotional SecurityOne way to give them that is to address long-term care planning.
September 05, 2025
Best & Worst Medicare Advantage Plans in 10 States: J.D. Power, 2025Overall satisfaction fell as trust in the plans declined.
September 03, 2025
This Social Security Strategy Gives Retirees More to SpendBridge approaches can help retired clients get more mileage from the same amount of assets, research finds.