Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
10 Most Livable Cities in the World: 2024
By Michael S. FischerThe average score across the 173 cities in the Economist Intelligence Unit's global livability index increased to 76.1.
June 25, 2024
Here's How Much Americans Think They'll Need to Retire: SurveyThe savings goal identified in a new Schroders survey, while high, is actually lower than some prior studies.
June 24, 2024
Creating Great Experiences in Retirement PlanningPart of your job is helping clients see what retirement could be like.
June 21, 2024
7 Things Advisors Need to Know About DivorceDivorce may be emotionally painful, but some of the financial suffering can be mitigated, experts say.
June 17, 2024
15 Most Expensive Private Colleges: 2024Tuition exceeds $65,000 a year at the 30 most expensive schools that The College Investor identified.
June 07, 2024
15 Most Livable Small and Midsize U.S. CitiesLivability.com used about 100 data points to rank cities with populations between 75,000 and 500,000.
June 04, 2024
How Millennials Can Reach Financial Wellness Through InsurancePaying for protection could give younger clients peace of mind.
June 03, 2024
Genworth Appeals LTCI Rate Ruling in MassachusettsBay State officials questioned the insurer's customer communications and premium needs analysis.