In addition to healthy financial portfolios, clients can benefit from "life portfolios" that can promote well-being and provide purpose in retirement. Life portfolios should address factors such as where retirees will live, their health needs, and the people who can give them support and companionship. Use The Adviser's Guide to Retirement and Elder Planning: Practical Retirement Planning to explore more pl ...

Day in, and day out, how do you stay inspired?  We asked nine accountants what inspires them and what advice they would give to help others in the profession find that inspiration. To read the full article in the Journal of Accountancy, click: Accountants Reveal What Inspires Them Every Day. ...