Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
When a Client Faces Cognitive Decline, Speak Up
By Jane Wollman RusoffIt's the first step in protecting both the client and your firm, says Barbara Archer of Hightower.
December 08, 2023
World's 15 Safest Cities to Visit in 2024Berkshire Hathaway Travel Protection ranked 31 cities based on travelers' experience and several data sources.
December 08, 2023
9 Questions You'll Get at Holiday Parties in 2023After a few drinks, people might start asking you about markets, investments or becoming a client.
December 08, 2023
20 Best Bars in the World: 2023From elevated classics to more creative cocktails (gravy, anyone?), you can find it all at these innovative spots.
December 07, 2023
12 States Where the Top 5% Earn the MostThe yearly earnings of these sought-after prospects have grown nearly 30% since 2017, a new Census release shows.
December 05, 2023
Say What? 9 Things Overheard Among the WealthyIn the company of other "1 percenters," wealthy people say some revealing things.
December 05, 2023
15 Hottest Housing Markets for 2024Realtor.com expects strong sales in these areas as homes remain relatively affordable — for now.
December 05, 2023
10 Medicare Bills That Might Actually Become LawHouse Energy and Commerce Committee members are considering several pieces of health care legislation this afternoon.