Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Shoppers Seek Bigger Paycheck Protection Annuities
By Allison BellThe amount of coverage sought increased 23%, year-over-year, to $3,151.
March 15, 2022
What Inflation Really Means for Retirement PortfoliosInvestors may need to make tough decisions to counteract the effects of inflation, Manulife Investment Management executives say.
March 15, 2022
New Program Can Cover Up to 50 Weeks of Home CareThe short-term care policy can provide up to $60,000 in total benefits.
March 15, 2022
A Hard Look at Raising the Retirement AgeThis change could bolster the Social Security system, but Marcia Mantell and other retirement experts caution that the reality is complicated.
March 14, 2022
S&P Global Upgrades GenworthFor retirement planners, the news is one of several signs of life in the long-term care product market.
March 11, 2022
3 Ways to Add Caregiving, Longer Careers to Retirement PlansAdvisors should consider their clients' potential unpaid caregiving for both children and parents, as well as their paid work beyond age 65.
March 10, 2022
2023 Social Security COLA Estimated at 7.6% as CPI Keeps RisingMary Johnson of The Senior Citizens League sees inflation continuing and those on fixed budgets hurting.