Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
16 Best Countries for Retirement Abroad: 2023
By Michael S. FischerInternational Living gathered data on factors like costs, climate and health care from its on-the-ground contributors.
December 30, 2022
12 States Where $1M Will Last Longest in RetirementGOBankingRates examined how long a 65-year-old could live comfortably on this amount of savings.
December 22, 2022
Gen Zers Look Forward to Early RetirementA Northwestern Mutual study finds that Gen Zers expect to retire before 60.
December 21, 2022
Top 12 U.S. Boomtowns of 2022Despite a rough year, some American cities have thrived. These are the fastest-growing ones, according to SmartAsset.
December 20, 2022
'Must Pass' Spending Bill Includes 401(k) LTCI Premium Provision in Secure 2.0 ActParticipants could spend $2,500 per year on premiums without paying early withdrawal penalties.
December 16, 2022
Quiz: Do You Know These Social Security Facts for 2023?Can you ace this quiz on key Social Security facts, figures and tax rules?
December 16, 2022
Medicare Advantage Managers Propose 2024 Ban on Lead SalesCMS also wants to create new agent supervision and marketing material review requirements.
December 15, 2022
15 Happiest Cities in AmericaMoney can't necessarily buy happiness, but there's definitely a correlation, according to SmartAsset.