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 States for Retirement: 2021
By Michael S. FischerWalletHub compared the states based on affordability, quality of life and health care.
October 30, 2020
4 Ways Cash-Strapped Retirees Can Cut ExpensesStanford Center for Longevity's Steve Vernon explains how spending changes and other strategies can be used to fill income gaps.
January 16, 2019
Luxury Concierges Battle for the Attention of the Very RichA last-minute helicopter ride to the Hamptons doesn't cut it — ultra-wealthy clients are looking for one-of-a-kind experiences.
May 22, 2013
How exercising at work saves moneyWhats typically the first activity we cut when our daily life gets too busy?
April 05, 2013
Versailles on the PotomacThe president is giving back a portion of his salary in what has been called sequester solidarity.
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...