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 States With the Lowest Property Tax Rates: 2024
By Michael S. FischerWhat homeowners pay can vary widely, the Tax Foundation reports.
September 13, 2024
Younger Americans Are Choosing Financial Security Over Parenthood: SurveyMotivations for remaining childfree include a preference for financial freedom and the inability to afford children, MassMutual found.
September 13, 2024
15 Best Countries for Retirement Security: 2024The U.S. dropped two spots in Natixis Investment Managers' annual ranking.
September 11, 2024
FP Alpha Adds Automation Features to Estate Lab PlatformThe updates are timely in light of upcoming tax changes, CEO Andrew Altfest says.
September 10, 2024
How Advisors Can Help Young Clients Who Lose a SpouseA widow or widower will need compassion, support and care to best manage their financial situation.
September 10, 2024
12 Worst Cities for Retirement: 2024Out of 182 cities, these ranked lowest on affordability, quality of life and health care, according to WalletHub.
September 06, 2024
Top 12 States Where Wealthy Millennials Are MovingWhen they relocate for job opportunities and other reasons, they take their economic clout with them.
September 05, 2024
Best & Worst Medicare Advantage Plans in 5 States: J.D. Power, 2024Enrollees' satisfaction with their plans held tight this year, but big changes are expected for 2025.