Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Here's the Salary Needed to Live in the 12 Most Expensive U.S. Metro Areas
By Michael S. FischerLiving comfortably might cost more than you think in these areas.
March 08, 2023
Who Is Opening Donor-Advised Funds Today?DAFs continue to be the preferred charitable vehicle of many advisors and clients for a number of reasons.
March 07, 2023
7 Long-Term Care Program Ideas for Taxphobic TimesMinnesota asked experts about one LTC proposal and sparked brainstorming.
March 06, 2023
10 Financial Planning Questions a Chatbot Would Never AskArtificial intelligence can't get to the heart of what your clients really want. You can.
March 02, 2023
6 Trust and Will Considerations That Can't WaitThe loved ones of people who are incapacitated or die unexpectedly face hardships when missing the right documents.
March 02, 2023
Senate Panel OKs Veterans Long-Term Care BillS. 141 would promote efforts to increase the percentage of veterans getting care at home.
March 02, 2023
17 Best-Paying College Majors: 2023These fields of study lead to earnings above the national median, according to the New York Fed.
March 01, 2023
MLB Pitcher Turned RIA Knows About Retiring in a Rough MarketRetiring from Major League Baseball after the Great Recession taught Joe Savery important lessons about retirement planning.