Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
What 'Safe Withdrawal' Rates Really Mean (and Don't Mean): Christine Benz
By John ManganaroResearchers say "safe withdrawal" research remains useful, but it is also very easy to misinterpret.
January 17, 2023
Top 5 States for Long-Term Care Planning IncreasesEven without Washington state, the number of clients who did something increased 13%.
January 17, 2023
Long-Term Care Group Head Yawns at Secure 2.0 LTC ProvisionJesse Slome says the impact of a new tax break will be insignificant.
January 12, 2023
15 Best Business Jobs in 2023Financial advisor made U.S. News' list of jobs with good salaries, low unemployment rates and high expected growth.
January 12, 2023
Modern Portfolio Theory Is Not for Retirement Income Planning: New PaperMaximizing risk-adjusted returns is not the top priority for most retirees, Wade Pfau and Alex Murguia write.
January 12, 2023
Lawmakers Introduce Bipartisan Medicare Hearing Aid Benefits BillH.R. 244, sponsored by Rep. Debbie Dingell, could also add original Medicare coverage for routine hearing exams.
January 11, 2023
Will Secure 2.0 Increase Long-Term Care Insurance Sales?One provision in the law will allow people to tap individual retirement accounts or 401(k) plans to pay for LTCI coverage.
January 05, 2023
California to Reality-Check $144K Public Long-Term Care Benefits PackageThe proposed LTC program could pay for care both inside and outside Of the state.