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 Ways 'Solo Agers' Have, and Haven't, Prepared for Decline
By Allison BellClients with no spouses or adult children could benefit from some extra support from a financial professional.
October 29, 2025
UnitedHealth Expects Medicare Plan Enrollment to Fall 1MThe insurer projects that its ACA exchange numbers will decrease by two-thirds in 2026.
October 27, 2025
6 Reasons Legacy Planning Gets MessyFinancial advisors are in a great position to help head off potentially serious family conflicts.
October 23, 2025
Why Rise Growth Partners Favors Middle-Market RIAsCompanies in the $3 to $10 billion range can implement change more nimbly, Joe Duran tells ThinkAdvisor.
October 21, 2025
3 Words That Can Ruin Retirement: 'I'm a Saver'Bestselling author Morgan Housel talks to ThinkAdvisor about using money as a tool for a better life.
October 21, 2025
7 Criteria for Picking Your Own Best Place to Retire: MIT AgeLabResearchers came up with measures clients can use to grade their next hometowns.
October 20, 2025
Advisors Win Clients They Want With Estate Planning: Vanilla CEOYears ago, Gene Farrell says, estate planning was seen as the sole purview of attorneys. Not anymore.