Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Public, Private or PE? Commonwealth Advisors (and Others) Have Decisions to Make
By John ManganaroMike Durbin of Cetera talks to ThinkAdvisor about AI, advisor recruiting and why private equity gets a bad rap.
June 24, 2025
12 Top U.S. Cities Where Retirees Are MovingPerhaps surprisingly, only one city in Florida made SmartAsset's list.
June 23, 2025
Medicare Posts $11.2B Operating Profit for 2024The inpatient hospitalization program can still pay 89% of promised benefits if its trust fund runs dry.
June 18, 2025
12 Worst State Economies: 2025Factors working against these areas include high foreclosure rates and low innovation potential, WalletHub finds.
June 17, 2025
10 Best States for Aging in Place: 2025These states make it easier for retirees to get around, stay healthy and feel supported, Seniorly finds.
June 12, 2025
How to Build Financial Plans for LGBTQ+ ClientsThese individuals often face lifelong financial, legal and cultural challenges that affect their ability to save and invest.
June 09, 2025
RIA Succession Planning Options: 8 Things to KnowThere are many viable options for RIA principals looking to exit the business, but proper planning takes time.
June 06, 2025
Caring for Parents, Adult Children Often Means Financial Sacrifice: SurveyThree-quarters of adults in multigenerational households said they had to make unexpected financial changes, a survey finds.