Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Why These Commonwealth Advisors Are Happily Giving LPL a Chance
By John ManganaroLPL's leadership has been clear and consistent in its messaging to incoming Commonwealth teams, three advisors say.
July 01, 2025
Long-Term Care Insurance Leaves the DoghouseSecurities analysts at Wells Fargo, at least, are suggesting that this is a possibility.
June 30, 2025
When Clients Returning to Original Medicare Want MedigapMedigap policies can be a lifesaver — for the clients who can get them.
June 30, 2025
Many Female Entrepreneurs Face a Financial Fitness GapWhat if they have a great plan, and then they lose the ability to work next week?
June 27, 2025
15 Best Value Public Universities: 2025The Princeton Review analyzed data on academics, costs and career services, along with stats on graduates' salaries.
June 27, 2025
10 Warnings Clients Would Give Their Younger Selves About Long-Term CareHere are the messages consumers wish they could have grasped a lot earlier.
June 26, 2025
Public, Private or PE? Commonwealth Advisors (and Others) Have Decisions to MakeMike Durbin of Cetera talks to ThinkAdvisor about AI, advisor recruiting and why private equity gets a bad rap.
June 25, 2025
World's 10 Most Livable Cities: 2025The Economist Intelligence Unit ranked 173 cities in areas like culture, health care, education, stability and infrastructure.