Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
12 Worst U.S. Cities for Retirement: 2023
By Michael S. FischerOn a list of 182 cities WalletHub ranked on retirement-friendliness, these 12 scored lowest.
August 30, 2023
Why Your Black and Hispanic Clients Need a WillHaving a will increases the chances of achieving one's bequest target, a new study finds.
August 29, 2023
As Medicare Premiums Whipsaw, Focus on the Big PictureClients face some health care expenses that get plenty of attention, along with some that don't.
August 29, 2023
Medicare Lists First 10 Drug Price Negotiation TargetsHow all clients' prescription benefits work could get more complicated.
August 25, 2023
California Warns Against Dishonest Marketing Tied to Long-Term Care ProposalThe state says basing promotions on a program that does not exist is deceptive.
August 25, 2023
The Best Colleges in 15 Categories: The Princeton ReviewBoth big and small colleges can be found at the top of these categories.
August 23, 2023
Half of Older Americans Considering 'Unretirement': SurveyPre-retirees and retirees are considering delaying or coming out of retirement, a survey found.
August 23, 2023
10 'Good News, Bad News' Social Security Survey FindingsGood and bad, these stats underscore clients' need for advisors' help with Social Security decisions.