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 Best States for Elder Abuse Protections
By Michael S. FischerThese states have lower rates of exploitation, with more resources and stronger laws to fight it, WalletHub found.
December 27, 2023
Top 15 Cities Where Gen Zers Are MovingThe settling of young adults into new communities plays an important role in local economies, SmartAsset research finds.
December 21, 2023
The Worst Cities for Retirement StressSome cities that sound like great places to retire have high costs and lack services for older residents.
December 20, 2023
What Clients Should Do With Their Year-End Bonus: Advisors' AdviceFinancial professionals offer up a number of suggestions, from following the "rule of thirds" to going "YOLO."
December 14, 2023
Top 15 U.S. Cities Where Boomers Are MovingUsing Census data, SmartAsset identified places attracting 55- to 74-year-olds. Yes, Florida is represented.
December 13, 2023
12 Happiest Cities in America: 2023WalletHub ranked 182 cities using measures of financial, physical and emotional well-being.
December 12, 2023
When a Client Faces Cognitive Decline, Speak UpIt's the first step in protecting both the client and your firm, says Barbara Archer of Hightower.
December 11, 2023
10 Top Vacation Spots for 2024American Express Travel's annual list for 2024 goes beyond well-known destinations.