Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
8 Reasons Women Face Greater Retirement Risks Than Men
By John ManganaroSubstantial progress in educational and career attainment hasn't translated to an equitable level of post-work security.
December 29, 2023
12 Most Caring U.S. CitiesFactors studied included the share of sheltered homeless people and income donated to charity.
December 29, 2023
12 Best States for Elder Abuse ProtectionsThese states have lower rates of exploitation, with more resources and stronger laws to fight it, WalletHub found.
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."