Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Social Security COLA Estimate for 2022 Raised to 6.1%
By Ginger SzalaThe latest estimated cost-of-living adjustment reflects a 5.4% increase in the consumer price index for the past 12 months.
July 06, 2021
Finances of Gen Xers, Millennials Hit Hardest by Pandemic: StudyYounger generations reported more negative financial fallout than older ones in a Society of Actuaries survey.
July 01, 2021
Most Americans Hesitate to Discuss Retirement Concerns With AdvisorsThese Americans would welcome such a conversation despite their initial reluctance, an Allianz Life survey has found.
July 01, 2021
Long-Term Care: Which Retirees Will Need It, and How Much?About a quarter of those 65 or older will need three years or more of medium- or high-intensity care, according to the Center for Retirement Research.
June 29, 2021
Trendspotter: Reverse Mortgages Help Retirees Capitalize on Their Biggest AssetDemand for these products, which once had a bad reputation, spiked during the pandemic, a professor says.
June 25, 2021
Most Americans in Financial Recovery Mode: SurveyBut most of them expect their finances to recover fully from the pandemic, Northwestern Mutual found.
June 25, 2021
401(k) Investors' Appetite for Financial Advice GrowsFifty-three percent of 401(k) plan participants expect to achieve their retirement goals, Schwab's annual survey found.
June 22, 2021
What Are the Odds Your Client Will Need Long-Term Care?Chronic conditions reduce the likelihood of needing care but increase the average duration for those who need it.