Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Where Clients Go Wrong in Predicting Life Expectancy
By David BlanchettCare must be taken to ensure mortality assumptions are reasonable because errors can significantly impact a retirement plan.
October 21, 2021
More Workers Keeping Assets in DC Plans After Retirement: J.P. MorganRetirees are spending more than expected in early retirement and should plan to replace 90% of income, the research finds.
October 21, 2021
How Advisors Can Guide a Client's Whole Financial LifeForward-thinking financial advisors are helping clients tie everything together so they can make informed decisions.
October 20, 2021
Why Is Your Retirement-Age Client Still Working?Retirement is the pot of gold at the end of the rainbow. Help your clients know when it's within reach.
October 19, 2021
Senators Sign On to Medicare Advantage Defender TeamThe list of 13 members includes five Republicans, Kyrsten Sinema and Joe Manchin.
October 19, 2021
Two-Thirds of Americans Don't Use Financial Advisors: SurveyPeople investing in real estate, equities or insurance often lack access to sound financial advice, an educators' group says.
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.