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 Top State of the Union Takeaways for Retirement Specialists
By Allison BellBiden talked about some programs, proposals and ideas that could affect retirement specialists and their clients.
February 24, 2022
How to Claim Social Security, Pay Taxes When Retiring OverseasRussia's invasion of Ukraine need not foil your client's plan to retire abroad, Kathleen Peddicord tells ThinkAdvisor.
February 22, 2022
15 Most Expensive States for Long-Term Care: 2021Labor shortages and the pandemic have pushed up costs of home-based and nursing home care, Genworth reports.
February 17, 2022
6 Best Countries for Expat Retiree Health Care: 2022International Living rated countries for medical costs, efficiency, accessibility, foreign residents' experiences and standard of care.
February 16, 2022
Older Adults' Savings Took a Beating in 2021: StudyA survey of 1,131 older adults found that almost 60% had lost more than 10% of their savings in 2021.
February 15, 2022
Work-From-Home Medicare Agents' Productivity Is Falling: PrimericaThe company also found some other problems when it jumped into the paradise market.
February 09, 2022
NFL Linebacker and Finance Whiz Shares 2 Big Money Mistakes to AvoidNFL players make many of the same missteps as typical investors, Brandon Copeland of the Atlanta Falcons tells ThinkAdvisor.
January 31, 2022
17 Worst States for Retirement: 2022These states scored lowest on measurements of quality of life, affordability and health care, according to WalletHub.