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 Worst States for Retirement: 2025
By Michael S. FischerThese states fall short on critical metrics of affordability, health care and quality of life, according to WalletHub.
January 28, 2025
Two-Fifths of Americans in Relationships Have Kept Financial Secrets: SurveyYounger people are more likely to commit financial infidelity than older ones, Bankrate research finds.
January 27, 2025
12 Best States for Retirement: 2025WalletHub ranked the states on affordability, health care and quality of life.
January 24, 2025
10 House GOP Health Program and Tax Change IdeasIf implemented, they could affect where and how clients get their medical care.
January 22, 2025
Widows Will Inherit $51 Trillion in Great Wealth Transfer: CerulliWith so much money poised to be passed on to women, advisory firms should address gender service gaps.
January 21, 2025
Trump Blocks Medicare's Efforts to Create a $2 Prescription Drug ListHe also declared that any new or pending regulations may go through some things.
January 16, 2025
How to ‘Bulletproof’ a Will With a No-Contest ClauseEarly and consistent communication reduces estate planning conflict, but legal mechanisms are also available when challenges are expected.
January 09, 2025
With 'Front Row Seat' to LA Wildfires, StreetCred Launches FundraiserThe PR firm's GoFundMe aims to raise $10,000 for a community foundation.