Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
U.S. Household Net Worth Jumps to a Record on Equities, Housing
By Reade PickertThe figure grew by $5.3 trillion, or 3.7%, in the fourth quarter, pushing total U.S. net worth to more than $150 trillion.
March 07, 2022
Medicare Plans for the Life and Annuity SpecialistA retirement plan without a Medicare talk is like a car without tires.
March 07, 2022
Why Retirement Isn't Necessarily the Same as Not WorkingYou can still retire, you just have to be proactive and resilient to a more uncertain world. To be honest, there's no choice.
March 07, 2022
6 Best Untapped Markets for Real Estate Investing Abroad: ReportThese countries have cheap property, growing economies and are fun for investors to visit, according to Live and Invest Overseas.
March 04, 2022
20 Hottest Luxury Real Estate Markets: 2022Luxury real estate became the investment of choice for many ultra-wealthy individuals in 2021, Knight Frank reports.
March 03, 2022
15 Hardest-Working Cities in America: 2022WalletHub analyzed factors like length of workweek, unused vacation time and the share of workers with multiple jobs.
March 03, 2022
States Clash Over Long-Term Care Issuer Rehab EffortWashington state is trying to keep a failed LTCI issuer from offering a premium increase options package.
March 02, 2022
Clients Can Never Have Too Much InsuranceSure, you know your clients need all kinds of protection. Do they?