Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
7 Insights on Advising Wealthy Clients in a Divorce
By John ManganaroHigh-net-worth divorcing couples often face asset division and estate planning complexities, lawyer Gus Dimopoulos says.
July 11, 2024
Roth IRAs Could Fund a Long-Term Care PlanPlanning purists may shudder, but Kassi Hyde of Apollon Wealth Management is not a planning purist.
July 09, 2024
Genworth Unit Moves to File New Long-Term Care PolicyCareScout Insurance could have a product approved by year-end, CEO Tom McInerney says.
July 05, 2024
Federal Court Blocks Medicare Agent Pay Cap RegulationsThe ruling applies to all Medicare agents, not just the parties to the suit.
July 03, 2024
10 Most Livable Cities in the World: 2024The average score across the 173 cities in the Economist Intelligence Unit's global livability index increased to 76.1.
July 01, 2024
15 Best Value Public Colleges: 2024The Princeton Review ranked schools' return on investment based on academics, salaries and other factors.
June 27, 2024
Signature Wealth CEO Embraces 'Opposite' of AI: Concierge ServiceIt's "a little counter-culture to the idea that everyone wants to be efficient and automated," Chip Munn says.
June 25, 2024
Here's How Much Americans Think They'll Need to Retire: SurveyThe savings goal identified in a new Schroders survey, while high, is actually lower than some prior studies.