Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Top 10 U.S. Cities for a Long, Happy Retirement
By Michael S. FischerStorageCafe assesses how well cities are prepared for a wave of retirees stepping into retirement amid economic uncertainty.
December 16, 2025
What It Takes to Wow Ultra-Wealthy ClientsMorgan Stanley’s Valerie Wong Fountain oversees a curated platform of more than 100 specialty UHNW service providers.
December 16, 2025
Dave Ramsey's Take on Long-Term Care Planning Is WrongAn LTC market veteran warns that one risk for clients is the risk of becoming a bad risk early.
December 12, 2025
Time, Health and Money: What Tradeoffs Would Americans Make?A new survey on retirement attempted to tease out respondents' biggest life priorities.
December 11, 2025
Is Delayed Retirement Bad for Your Health?Even financial planners are falling for this myth making its way, yet again, around social media. But why?
December 10, 2025
How 2026 Could Break More RIA M&A Records (and What Could Dim It)Allen Darby of Alaris Acquisitions, the sell-side consulting firm, sees no reason why dealmaking will lag.
December 10, 2025
12 States With Best Elder-Abuse ProtectionsAdvisors can better help older clients navigate their later years in locations with stronger safeguards, WalletHub reports.
December 10, 2025
Wealth Managers Add Services, and Fees, to Meet UHNW Demand: CerulliFirms are adding nontraditional offerings along with business and foundation planning, new research finds.