Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Rethinking Risk in Retirement Planning
By Justin FitzpatrickDownward income adjustments are inconvenient, maybe even painful. But they don't mean financial ruin.
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."
September 14, 2021
What to Tell Clients Who Want to Play With FIRE: Advisors' AdviceWe asked advisors how they counsel clients interested in the goals of the FIRE movement: Financial Independence, Retire Early.
September 14, 2021
20 Best U.S. Cities for Retirement: 2021WalletHub ranked 182 cities on affordability, activities, quality of life and health care for retirees.
September 10, 2021
The Dangers of Co-signing a Grandchild's Student LoanThough they have good intentions, clients who want to help their family this way need to understand the risks.
September 08, 2021
Americans Say They're Now Less Likely to Work Far Into Their 60sThe share of respondents to a New York Fed survey expecting to work past 62 dropped to its lowest level since 2014.
September 01, 2021
Workers Over 40 Aren't Saving Enough for Retirement: IRIThe retirement saving behavior of workers does not support their retirement income expectations, the study found.