Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Consumer Reps Say Advisors Need Clients' LTC Insurance Rate-Hike Info
By Allison BellOlder clients are getting "notices of premium increases of 100% or more" but have no one to reach out to for information.
August 09, 2022
15 Best Cities for Retirees: 2022These cities are tops when it comes to factors such as health care, affordable housing, community engagement and transportation.
August 09, 2022
Amazon Could Use IRobot Deal to Roll Into Home CareLong-term care insurance providers, meanwhile, are still quiet.
August 08, 2022
7 Senate Budget Package Highlights for Retirement AdvisorsNegotiators cut but left in plenty to interest retirees, pre-retirees and the financial professionals who work with them.
August 05, 2022
12 Worst States for Living in Retirement: 2022Caring.com developed comprehensive ranking criteria for states based on 46 key metrics across five categories.
August 03, 2022
How Planning Innovator Sheryl Garrett Is Designing Her Own RetirementThe Garrett Planning Network founder tells ThinkAdvisor how she's sowing the seeds — actual seeds — of retirement security.
August 01, 2022
How to Plan When One Spouse Retires While the Other Keeps WorkingThis arrangement helps couples stretch retirement assets, but be mindful of "the psychological component," Douglas Boneparth says.
August 01, 2022
Are Clients Too Scared of Long-Term Care Costs?A T. Rowe Price vice president thinks that might be the case. Others have different ideas.