Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Affluent Near-Retirees Need an Action Plan: Lincoln Financial
By Allison BellThe company's latest marketing campaign highlights such lasting pastimes as hiking, cooking and sailing.
January 09, 2024
Qualifying for Medicaid LTC Benefits Could Get TougherHome equity exemptions could fall, and lookback periods for asset transfers could grow to 20 years.
January 05, 2024
8 Reasons Women Face Greater Retirement Risks Than MenSubstantial progress in educational and career attainment hasn't translated to an equitable level of post-work security.
January 04, 2024
Wealth.com Brings Estate Planning to the AI AgeThe advisor-facing platform can do what once took 20 hours in mere minutes, CEO Rafael Loureiro says.
January 03, 2024
12 Top States for Millionaire HouseholdsPlenty of people in these states have enough net worth to keep a financial professional busy.
December 29, 2023
12 Most Caring U.S. CitiesFactors studied included the share of sheltered homeless people and income donated to charity.
December 29, 2023
12 Best States for Elder Abuse ProtectionsThese states have lower rates of exploitation, with more resources and stronger laws to fight it, WalletHub found.
December 28, 2023
15 Best U.S. Cities for New Year's EveSome 125 million Americans will travel for the holiday this year, WalletHub estimated. These locales are worth celebrating.