Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Why Is Your Retirement-Age Client Still Working?
By Bryce SandersRetirement is the pot of gold at the end of the rainbow. Help your clients know when it's within reach.
October 15, 2021
Most Americans Terrified a Health Care Crisis Will Affect Retirement: SurveyA Nationwide survey found that 69% see another pandemic happening in their lifetime.
October 13, 2021
Social Security COLA Set at 5.9% for 2022It will be the largest cost-of living adjustment in 40 years.
October 01, 2021
Rethinking Risk in Retirement PlanningDownward income adjustments are inconvenient, maybe even painful. But they don't mean financial ruin.
September 27, 2021
Long-Term Care Planning: What Advisors Should KnowPhysician and advisor Carolyn McClanahan outlined how advisors can help with long-term care decisions.
September 23, 2021
Gen Z Workers Are Financially 'Mature for Their Age': SchwabThey're also more likely than other generations to say they would take financial advice, a survey found.
September 22, 2021
6 Planning Points to Help Clients Live Long and Prosper: MorningstarStanford Center on Longevity's Laura Carstensen explains why people are living longer and how it affects future planning.
September 20, 2021
William Sharpe: There Is No Retirement 'Number'The Nobel laureate talks to ThinkAdvisor about retirement uncertainty, co-founding Financial Engines and the market development that has him "freaked out."