Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Gray Divorce Can Derail Your Clients' Retirement Plans
By Michael S. FischerDivorcing near or after retirement presents challenges, Allianz Life finds, especially if a couple created a plan together.
July 30, 2025
What OBBBA Means For Medicare Rules and PaymentsThe new legislation paused some rule changes and adjusted payment benchmarks.
July 29, 2025
Tax and Investing Pitfalls Greet Americans Who Move to Europe"Certain investing techniques don’t work here," France-based advisor Robert Levitt tells ThinkAdvisor.
July 25, 2025
9 States Where Retirees Are Least Likely to Outlive Their SavingsThese top-ranked locations combine decent nest eggs with a manageable cost of living, a Seniorly analysis finds.
July 24, 2025
Why Wealthy Couples Turn to Post-Nups to Clarify Asset DivisionThe agreements, which override a will, can cover matters like inheritances or a joint business, lawyer Steven Goldfeder says.
July 23, 2025
7 Ways Business-Owner Clients Can Prep for Natural DisastersNearly one-third of Americans have taken no financial steps to get ready for adverse events, polling shows.
July 22, 2025
House Considers 3-Year Medicare Advantage Auto-EnrollmentConsumers would have to take active steps to combine original Medicare with Medicare supplement insurance.
July 22, 2025
Doug and Heather Boneparth: How to Help Client Couples Talk About MoneyThe Bone Fide Wealth team discusses how to start these conversations and what elder millennials worry about most.