Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
15 Cheapest States for Early Retirement
By Michael S. FischerThose leaving the workforce at 50 will need enough savings to see them through decades.
August 20, 2024
Here's Why Consumers Accept Hikes in Long-Term Care Insurance RatesStudy participants were willing to pay more if they felt well-informed and in control of the process.
August 20, 2024
15 Most Expensive Metro Areas to Buy a Luxury HomeThe typical U.S. property in the top tier recently sold for a record $1,180,000 in these cities, Redfin research found.
August 19, 2024
15 Most Expensive States for Early RetirementIn each of these states, you'd have to be a millionaire to retire at age 50, according to GOBankingRates' research.
August 15, 2024
Vanilla Estate Planning Platform Wins Backing From Edward JonesVanilla aims to use the funding to expand its platform, including embedded AI capabilities.
August 13, 2024
12 Most Livable States: 2024WalletHub ranked the states on factors like affordabilty, safety and quality of life.
August 12, 2024
12 Worst States for Health Care: 2024These states are weak in critical areas like affordability, giving clients easy access to a range of doctors and insurance options, and outcomes.
August 12, 2024
House Bill Could Create an Unlimited LTCI Premium DeductionTo fund this tax reform, the bill would repeal some tax incentives tied to less polluting, more efficient energy use.