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 Top States for Millionaire Households
By Allison BellPlenty of people in these states have enough net worth to keep a financial professional busy.
December 28, 2023
15 Best U.S. Cities for New Year's EveSome 125 million Americans will travel for the holiday this year, WalletHub estimated. These locales are worth celebrating.
December 28, 2023
10 Least Expensive Big U.S. CitiesAverage spending on the 10 most common household bills fits into more budgets in these locales.
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.