Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
15 Most Expensive Cities for High-End Lifestyles: 2025
By Michael S. FischerJulius Baer research reflects the effects of a global trade war, geopolitical tensions and slowing consumer spending.
October 14, 2025
When Clients Move to Florida, Watch Out for These Estate Planning Quirks"There are nuances in Florida law," estate lawyer Tasha Dickinson tells ThinkAdvisor.
October 13, 2025
10 Most Expensive ZIP Codes: 2025Even the cheapest homes in some of these enclaves sell for well over $1 million, PropertyShark finds.
October 09, 2025
7 Ways Caregivers Really Pay for Loved Ones' CareNorthwestern Mutual looked inside consumers' actual LTC arrangements and found holes.
October 07, 2025
The Insurance Market is Softening for Beachfront Homeowners in FloridaThat's good news for high-net-worth clients with second or third homes on the water.
October 07, 2025
7 Weird Facts About This Medicare Plan Enrollment PeriodIt starts Oct. 15, and it's already tying advisors' brains into knots.
October 06, 2025
5 Things to Know About Long-Term Care Risk and Wealth TransferHome care bills and nursing home bills are major threats to your clients' assets.
October 02, 2025
Financial Planning Boosts Investors’ Well-Being: Morgan StanleyInvestors with a plan are more engaged with their financial advisors than those without one, a survey finds.