Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
The Insurance Market is Softening for Beachfront Homeowners in Florida
By Ryan BallardThat's good news for high-net-worth clients with second or third homes on the water.
October 02, 2025
Financial Planning Boosts Investors’ Well-Being: Morgan StanleyInvestors with a plan are more engaged with their financial advisors than those without one, a survey finds.
October 01, 2025
Genworth Returns to Active Long-Term Care Insurance SalesThe company's CareScout subsidiary is offering a policy that can provide up to $250,000 in benefits.
September 30, 2025
Medicare Annual Enrollment Period: What's ChangingSome seemingly minor tweaks could make clients' lives different.
September 29, 2025
12 Least Affordable U.S. Cities for HousingHousing costs eat up 36% of the median income in the top city on this list, SmartAsset finds.
September 29, 2025
Cetera Rolls Out New Services for Business-Owner ClientsThe firm is working with Cornerstone Business Services to help advisors coach clients through complex ownership transitions.
September 29, 2025
How to Get Nervous Clients to Open UpFear of talking about money leads to poor decisions and "financial secrets," financial therapist Erika Wasserman says.
September 25, 2025
Medicare Could Tie Commission Growth to Overall Inflation RateThat's one of the suggestions in an Urban Institute report on the role of Medicare plans' agents and brokers.