Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Half of U.S. Millionaires Think Their Financial Planning Needs Improvement
By Michael S. FischerThose with advisors reported feeling more secure than wealthy counterparts who do not work with one, research finds.
October 29, 2025
A Way to Boost Longevity Knowledge for Better Retirement PlanningOne major catch: It only works for about a quarter of the population.
October 29, 2025
UnitedHealth Expects Medicare Plan Enrollment to Fall 1MThe insurer projects that its ACA exchange numbers will decrease by two-thirds in 2026.
October 27, 2025
6 Reasons Legacy Planning Gets MessyFinancial advisors are in a great position to help head off potentially serious family conflicts.
October 23, 2025
Why Rise Growth Partners Favors Middle-Market RIAsCompanies in the $3 to $10 billion range can implement change more nimbly, Joe Duran tells ThinkAdvisor.
October 21, 2025
3 Words That Can Ruin Retirement: 'I'm a Saver'Bestselling author Morgan Housel talks to ThinkAdvisor about using money as a tool for a better life.
October 21, 2025
7 Criteria for Picking Your Own Best Place to Retire: MIT AgeLabResearchers came up with measures clients can use to grade their next hometowns.