Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
15 Best Value Private Colleges: Princeton Review, 2024
By Michael S. FischerThe rankings take into account academics, costs, student debt, career services and graduation rates.
July 24, 2024
The Hard Truth About Exiting the WorkforceWe all like to imagine leaving the job on our own terms, but that's far from a guarantee.
July 24, 2024
As Retirement Approaches, Gen X Workers Are WorriedMore are reporting that they have pushed back the date they plan leave the workforce.
July 24, 2024
15 Most Expensive Cities for a High-End LifestyleJulius Baer tracked 12 consumer goods and eight services to gauge the cost of "living well."
July 22, 2024
10 Most Affordable Beach Towns for RetireesRealtor.com picked these coastal towns based on housing prices and popularity with residents 55 and older.
July 18, 2024
Most Americans Think There's a 'Retirement Crisis' — But Not for ThemselvesIn a new survey, many said the U.S. was facing a crisis while also feeling OK about their own situations.
July 18, 2024
7 Insights on Advising Wealthy Clients in a DivorceHigh-net-worth divorcing couples often face asset division and estate planning complexities, lawyer Gus Dimopoulos says.
July 16, 2024
Will Medicare Advantage Work in 2025? UnitedHealth Hopes SoAn executive with the insurance giant said it's too early to predict what will happen next year.