Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
4 New Medicare Changes for Caregivers
By Tricia BlazierTelling an eligible caregiver client about these features could make a tough road a little easier.
May 23, 2025
Retirement Is a Major Investment. Test It First.Instead of diving in cold turkey, your clients can ease into the next chapter.
May 23, 2025
10 Most Affordable U.S. Cities to Buy a Home: 2025Some areas offer better opportunities for owning a typical home on a typical salary, Clever Real Estate finds.
May 22, 2025
Spending Drops in Retirement, but Satisfaction Doesn't: BlanchettThe PGIM researcher finds some good news for clients who may need to cut back.
May 22, 2025
How to Talk With Adult Children About PrenupsClients who are concerned for their engaged child’s financial well-being should understand that they have options.
May 21, 2025
Osaic Taps Community Capital Tech for Loan, Banking ServicesThe advisor network is integrating CCT’s proprietary banking platform and national loan origination network.
May 21, 2025
Here's How Clients Are Filling In Medicare GapsRetirees who fail to plug the holes may watch their cash leak out fast.
May 20, 2025
Annuity Provider Finds an Advisor-Client GapInvestors prioritize steady income and security as they plan to leave the workforce, Global Atlantic research finds.