Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
RIA Succession Planning Options: 8 Things to Know
By John ManganaroThere are many viable options for RIA principals looking to exit the business, but proper planning takes time.
May 31, 2025
4 New Medicare Changes for CaregiversTelling an eligible caregiver client about these features could make a tough road a little easier.
May 29, 2025
Baby Boomers Might Be Fragile, Economist WarnsNicholas Reynolds says people born after 1947 have lower earnings and higher mortality than their elders.
May 27, 2025
There's a Flaw in Early Social Security Claiming Data: ResearchAmericans appear to be both retiring later and delaying their monthly benefits, but the data is nuanced.
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.