Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
12 Most Expensive States to Raise a Child: 2025
By Michael S. FischerCosts topped $40,000 in the two most expensive states while dipping below $20,000 in one, SmartAsset finds.
November 07, 2025
12 Cheapest Places to Retire in 2026: U.S. NewsLow costs for both renters and mortgage-paying homeowners make them economical spots for retirees to call home.
November 06, 2025
Need to Refresh Your Social Media Presence?Learn how to identify and master high-quality channels where ideal prospects are most active on Nov. 20.
November 06, 2025
There’s a New (and Cheaper) Way for Clients to Borrow Against Their PortfoliosA solution from Vest applies the philosophy behind buffer ETFs to portfolio-based financing.
November 06, 2025
Advent of Weight-Loss Drugs Could Extend Retirement Savers' LivesReinsurance Group of America sees the medications as a force to watch carefully.
November 05, 2025
12 Best Cities for Retirement in 2026: U.S. NewsThis analysis of 859 cities surfaces affordable, under-the-radar places to live.
November 05, 2025
Half of U.S. Millionaires Think Their Financial Planning Needs ImprovementThose with advisors reported feeling more secure than wealthy counterparts who do not work with one, research finds.
November 04, 2025
7 Ways 'Solo Agers' Have, and Haven't, Prepared for DeclineClients with no spouses or adult children could benefit from some extra support from a financial professional.