Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
5 Tips for Successfully Passing Down Wealth
By Ken EylerClients should educate children early on value of money and include them in financial planning discussions.
March 30, 2022
New FATCA Reporting Rules May Hit Visitors' U.S. AnnuitiesThe budget proposal could also trip up visitors who want U.S. cash-value life insurance.
March 28, 2022
Top 10 Takeaways on Americans' Financial Insecurity Today: TIAASix of 10 investors polled felt stressed about their finances, and a quarter were experiencing a great deal of stress.
March 25, 2022
Peter Mallouk: High Inflation 'Favors Wealthy,' 'Is Very Bad for America'The Creative Planning CEO also explains how advisors can help retired clients making less than $300,000 a year today.
March 24, 2022
Where Long-Term Care Insurance Is HeadingThe future of long-term care may involve less use of care.
March 24, 2022
Top 10 Cities Where Older Adults Can Live a Good LifeStep2Health studied the livability of the most populated U.S. cities to rank the best ones for older people.
March 24, 2022
5 Republican Senator Ideas for Supporting Home CareLawmakers discussed beefing up Medicaid home care benefits and caregiver pay at a Senate Special Committee hearing.
March 23, 2022
Is 'Unretirement' the Answer to the Labor Shortage?Some research shows that year-over-year return rates of retirees going back to work is under 5% of those over age 62.