Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Here's What's Wrong With Raising RMD Age to 75, According to Retirement Experts
By Jeff Berman"Delaying RMDs to age 75 is truly a solution in search of a problem," Morningstar's Christine Benz says. Others concur.
February 08, 2021
9 Ways to Get Clients Thinking About the FutureYour clients want to stay ahead of the curve. That requires planning ahead.
January 26, 2021
12 Best States for Retirement: 2021WalletHub compared the states based on affordability, quality of life and health care.
January 19, 2021
10 Cheapest Countries for a Comfortable Retirement AbroadInterest in moving out of the U.S. surged after the Capitol riot, International Living reports.
December 03, 2020
Is Your Client Headed for a Reckless Retirement?Tolerance for risk is one thing. A failure to notice and respect risk is something else.
October 30, 2020
4 Ways Cash-Strapped Retirees Can Cut ExpensesStanford Center for Longevity's Steve Vernon explains how spending changes and other strategies can be used to fill income gaps.
January 16, 2019
Luxury Concierges Battle for the Attention of the Very RichA last-minute helicopter ride to the Hamptons doesn't cut it — ultra-wealthy clients are looking for one-of-a-kind experiences.
May 22, 2013
How exercising at work saves moneyWhats typically the first activity we cut when our daily life gets too busy?