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 Cities for Veterans: 2023
By Michael S. FischerThese are the urban areas with the most favorable conditions for the 18 million U.S. military veterans.
November 06, 2023
How Millionaires Built Their Wealth: SurveyIn an Ameriprise survey, only Only 13% credited luck.
November 06, 2023
10 Most Expensive Big Cities in the U.S.A bill-pay platform reveals where Americans spend the most on housing, insurance and other expenses.
November 06, 2023
The 10 Healthiest U.S. Metro Areas: 2023In these places, more than one in five people reported being in excellent health.
November 03, 2023
15 Most Livable Big U.S. Cities: AARPThe senior advocacy group scored the cities in categories like housing, neighborhood, health and opportunity.
November 02, 2023
Millennials Join Ranks of 'Sandwiched' CaregiversThe oldest millennials are caring for children and aging parents, and they're feeling the squeeze.
October 31, 2023
Filling a Gap in Medical Evacuation BenefitsStandard travel insurance plans may not get sick or injured clients home or to their preferred hospital.
October 27, 2023
The 10 Sickest U.S. Metro Areas: 2023Many people in these places told the government that they're in poor health.