Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Financial Planning Boosts Investors' Well-Being: Morgan Stanley
By Michael S. FischerInvestors with a plan are more engaged with their financial advisors than those without one, a survey finds.
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.
September 23, 2025
Americans Risk Future Financial Security to Support Family: StudyMany feel obligated to help even if it risks jeopardizing their own retirement and economic well-being.
September 23, 2025
14 Best Places to Retire on $1,200 a MonthRetirement abroad is possible even for Americans on a limited budget, according to research from International Living.
September 23, 2025
7 'Must Read' Books for Financial PlannersWe asked David Blanchett and other industry experts for book recommendations. Here's what they suggested.