Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
9 Questions You'll Get at Holiday Parties in 2023
By Bryce SandersAfter a few drinks, people might start asking you about markets, investments or becoming a client.
December 05, 2023
Say What? 9 Things Overheard Among the WealthyIn the company of other "1 percenters," wealthy people say some revealing things.
December 05, 2023
15 Hottest Housing Markets for 2024Realtor.com expects strong sales in these areas as homes remain relatively affordable — for now.
December 05, 2023
10 Medicare Bills That Might Actually Become LawHouse Energy and Commerce Committee members are considering several pieces of health care legislation this afternoon.
December 01, 2023
10 Most Expensive Cities in the WorldPrices continue to rise in the priciest locales, according to the Economist Intelligence Unit's semiannual rankings.
November 30, 2023
Top 10 States for Medicare Advantage Search InterestWe asked Google Trends to look into its crystal ball during the ongoing annual enrollment period.
November 28, 2023
Transamerica Adds Long-Term Care Rider to Universal Life PolicyPolicyholders get early access to death benefits when the insured needs home care, adult daycare or facility care.
November 27, 2023
U.S. Long-Term Care Insurance Users Average $1.4M in Household Wealth: StudyEconomists drew on market data to calculate the value of informal care for those 65 and older.