Lifestyle

When Age Is Irrelevant

Observations on age and aging from Lyn Slater, a woman who became an icon after becoming an influencer later in life.

18 Ways to Help Older Clients Survive Winter

Winter blues can linger even as spring approaches, but there are many ways to beat them — and it doesn’t have to be pricey. (By Bryce Sanders)

8 Cruises Offer Respite From the Winter Blahs

Cruise lines are offering a variety of warm weather escapes to desirable destinations offering warmer climates.

It’s Not Too Late to Get a Good Deal on a Cruise

Share these money-saving ideas with clients looking to get away this winter or any time of year. (By Bryce Sanders)

When Your Significant Other Has Four Legs and Fur

In recent survey, many pet owners said they had intentionally delayed dating or marriage because of their deep bonds with their pets.

750 Scientists, Agencies Say Climate Change Costing Americans

Climate change is increasingly imposing costs on Americans, as prices rise for insurance, certain foods and medical costs.

The Retirement Your Clients Didn’t Sign Up For

The majority of people in their 50s and 60s are sandwiched between an aging parent and an adult child they're financially supporting, but they may not tell you. (By Dave Buck)

Student Loan Restart Can Challenge Even the Mass Affluent

Financial advisers can help ease pain for clients who experienced “lifestyle creep” during the federal student loan payment pause.

Music Student in Tune with Life at Retirement Community

A young pianist pursuing two master’s degrees is benefitting as much as seniors through her unique living arrangement.

Arriving Now: Fast Passenger Trains From Miami to Orlando

Brightline is the nation’s first private passenger rail to launch in a century when it started its service between Miami and West Palm Beach.

Latest News

Commonwealth Attracts Another Holistic Firm

An advisory firm with nearly $384 million in assets under management has left Lincoln Investment to join Commonwealth Financial Network.

Intermediaries Seek More Female Financial Professionals

More than 4 in 10 have or plan to establish programs to support and recruit more women, Limra research shows.

The SEC’s Problem with Crypto ETFs

Asset managers are lining up to list a second wave of crypto ETFs, but SEC Chair Gary Gensler remains a crypto critic.

More Retirees are ‘Unretiring,’ Survey Reveals

Advisors say near-retirees and retirees are much less prepared for retirement than they think they are, according to Allspring.

Advisors Dabbling in DC Market Seek Greater Support: Cerulli

Providing them with tools, education and guidance would help them grow their retirement-plan businesses, says Cerulli Associates.

Executives Traveling on Corporate Jets Face IRS Scrutiny

Do you have executive clients who might be using a corporate jet for personal use? Tell them the IRS has announced a crackdown.

U.S. Solo Renters Age 50+ Way Up

The number living alone rose by more than half a million, but there’s been a growing trend of older people living with roommates.