Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
15 Best Countries for Retirement Security (And Where the U.S. Ranks)
By Michael S. FischerThe U.S. dropped one spot this year in the annual ranking from Natixis Investment Managers.
September 13, 2022
COVID-19 Cut U.S. Workforce by About 500,000: ResearchersMuch of that effect could be due to older workers deciding to retire early.
September 13, 2022
12 Worst U.S. Cities for Retirement: 2022These cities get less-than-stellar marks on quality of life, affordability, activities and health care, WalletHub found.
September 09, 2022
Medicare Plan Producer Group Finds Coverage Review GapOnly half of experienced agents say they give clients' coverage annual exams.
September 09, 2022
Why Spending Falls and Financial Satisfaction Rises in Old AgeIt doesn't appear the decline in spending is due to money constraints, a new paper suggests.
September 08, 2022
Medicare Plan Distributors Add Call Recording ToolsThe companies are trying to help retail agents comply with new federal marketing rules.
September 07, 2022
Pacific Prime Updates International Health Insurance GuideThe report can help advisors with clients who want to work or retire outside the United States.
September 06, 2022
12 Best U.S. Cities for Retirement: 2022With Americans' retirement confidence slipping, many retirees may consider relocating to a city where a dollar goes further.