Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
This Social Security Strategy Gives Retirees More to Spend
By John ManganaroBridge approaches can help retired clients get more mileage from the same amount of assets, research finds.
September 02, 2025
12 Best Cities for Retirement: 2025WalletHub ranked 182 U.S. cities on affordability, activities, health care and quality of life for retirees.
August 30, 2025
Prior Authorization Is Coming to Traditional MedicareProviders in some states will have to show why they are offering patients certain kinds of care.
August 27, 2025
10 Most Expensive U.S. Cities to Buy a Luxury HomeFrenetic homebuying during the pandemic accelerated price growth across all tiers, Redfin research finds.
August 21, 2025
15 Fastest-Growing U.S. Retirement BoomtownsThey're part of the top 50 U.S. retirement "hotspots" where the older population has grown 20% since 2018.
August 17, 2025
23 College Towns Where Buying a Home Is Cheaper Than Campus HousingA Mortgage Research Network analysis finds that homeownership beats the price of room and board at some schools.
August 12, 2025
12 Cities With the Most Ultra-Wealthy Residents: 2025The residential footprints of those with a net worth of $30 million are becoming increasingly diversified, Altrata research found.
August 11, 2025
What Wealthy Families Can Learn From a Rock Star’s EstateThe basics of what Ozzy Osbourne’s blended family is going through are actually very common, says one attorney.