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Lifestyle Planning

Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.

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12 Most Expensive Retirement Towns
The Hard Truth About Exiting the Workforce
As Retirement Approaches, Gen X Workers Are Worried
15 Most Expensive Cities for a High-End Lifestyle
10 Most Affordable Beach Towns for Retirees

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Most Americans Think There's a 'Retirement Crisis' — But Not for Themselves
7 Insights on Advising Wealthy Clients in a Divorce
Will Medicare Advantage Work in 2025? UnitedHealth Hopes So
Integrated Partners Adds Estate Planning Tools From Wealth.com
Roth IRAs Could Fund a Long-Term Care Plan