Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Luxury Concierges Battle for the Attention of the Very Rich
By Sophie AlexanderA last-minute helicopter ride to the Hamptons doesn't cut it — ultra-wealthy clients are looking for one-of-a-kind experiences.
January 23, 2013
Downsizing Your Home: Is It Worth It?Boomers who intend to move into a smaller home to lower their cost of living probably wont save much money doing so, according to a report by the personal finance website GoBankingRates.com.
September 10, 2012
On the road: How to produce great work while traveling the worldWanderlust has been a defining American trait since the beginning of, well, America.
May 01, 2010
Of Morale and LeverageOne of the major problems with hiring your spouse into your practice may not be you or your spouse, but your existing staff. How are...
April 18, 2004
Lifestyle Drugs: To Cover or Not to Cover?Sales of lifestyle drugs are booming.Fueled by growing demand from an aging population, the market for drugs used to treat conditions such as infertility, hair ...
July 02, 2003
Humana Introduces Pharmacy Allowance ProgramNU Online News Service, July 2, 2003, 11:48 a.m. EDT -- Humana Inc., Louisville, Ky., is introducing the RxAllowance pharmacy allowance program, a program ...