Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
10 Least Expensive Big U.S. Cities
By Michael S. FischerAverage spending on the 10 most common household bills fits into more budgets in these locales.
December 20, 2023
What Clients Should Do With Their Year-End Bonus: Advisors' AdviceFinancial professionals offer up a number of suggestions, from following the "rule of thirds" to going "YOLO."
December 14, 2023
Top 15 U.S. Cities Where Boomers Are MovingUsing Census data, SmartAsset identified places attracting 55- to 74-year-olds. Yes, Florida is represented.
December 13, 2023
12 Happiest Cities in America: 2023WalletHub ranked 182 cities using measures of financial, physical and emotional well-being.
December 12, 2023
When a Client Faces Cognitive Decline, Speak UpIt's the first step in protecting both the client and your firm, says Barbara Archer of Hightower.
December 11, 2023
10 Top Vacation Spots for 2024American Express Travel's annual list for 2024 goes beyond well-known destinations.
December 11, 2023
Global Atlantic, John Hancock Strike Biggest LTCI Reinsurance Deal EverThe deal could be a sign that private long-term care insurance is making a real comeback.
December 08, 2023
World's 15 Safest Cities to Visit in 2024Berkshire Hathaway Travel Protection ranked 31 cities based on travelers' experience and several data sources.