Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
How TIPS and Index Funds Beat the 4% Rule
By John ManganaroA new income research paper has gotten the attention of the likes of Wade Pfau and David Blanchett.
October 16, 2025
15 Most Expensive Cities for High-End Lifestyles: 2025Julius Baer research reflects the effects of a global trade war, geopolitical tensions and slowing consumer spending.
October 16, 2025
Most Retirees Want to Front-Load Their SpendingThat means the constant real spending assumed by the 4% rule isn't what the majority of retirees prefer.
October 15, 2025
For Medicare Plans, Weeks of Suspense BeginFor advisors, the question is whether this enrollment period will be as scary as predicted.
October 14, 2025
When Clients Move to Florida, Watch Out for These Estate Planning Quirks"There are nuances in Florida law," estate lawyer Tasha Dickinson tells ThinkAdvisor.
October 13, 2025
10 Most Expensive ZIP Codes: 2025Even the cheapest homes in some of these enclaves sell for well over $1 million, PropertyShark finds.
October 09, 2025
7 Ways Caregivers Really Pay for Loved Ones' CareNorthwestern Mutual looked inside consumers' actual LTC arrangements and found holes.
October 07, 2025
The Insurance Market is Softening for Beachfront Homeowners in FloridaThat's good news for high-net-worth clients with second or third homes on the water.