Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Roth IRAs Could Fund a Long-Term Care Plan
By Allison BellPlanning purists may shudder, but Kassi Hyde of Apollon Wealth Management is not a planning purist.
July 03, 2024
10 Most Livable Cities in the World: 2024The average score across the 173 cities in the Economist Intelligence Unit's global livability index increased to 76.1.
July 01, 2024
15 Best Value Public Colleges: 2024The Princeton Review ranked schools' return on investment based on academics, salaries and other factors.
June 27, 2024
Signature Wealth CEO Embraces 'Opposite' of AI: Concierge ServiceIt's "a little counter-culture to the idea that everyone wants to be efficient and automated," Chip Munn says.
June 25, 2024
Here's How Much Americans Think They'll Need to Retire: SurveyThe savings goal identified in a new Schroders survey, while high, is actually lower than some prior studies.
June 24, 2024
Creating Great Experiences in Retirement PlanningPart of your job is helping clients see what retirement could be like.
June 21, 2024
7 Things Advisors Need to Know About DivorceDivorce may be emotionally painful, but some of the financial suffering can be mitigated, experts say.
June 17, 2024
15 Most Expensive Private Colleges: 2024Tuition exceeds $65,000 a year at the 30 most expensive schools that The College Investor identified.