Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Americans Grow More Committed to Emergency Savings: Survey
By John ManganaroMarket and policy factors are driving more investors to save for unexpected expenses, Betterment at Work found.
December 03, 2024
7 Tips for More Impactful Giving via Donor-Advised FundsResearch shows that high-net-worth clients prefer advisors who take a more personal approach when discussing philanthropy.
December 03, 2024
10 Best Countries for Retirement Abroad: 2025International Living's index is built on the real-world experience of retirees.
December 03, 2024
The 7 Biggest Retirement Regrets (and How to Avoid Them)Many retirees think they could have saveed and planned more effectively, Transamerica finds.
December 02, 2024
12 Most Generous U.S. StatesAlthough many Americans are not able to give much money, WalletHub found, they generously donate their time.
December 02, 2024
What Older Clients Who Travel Must Know About MedicareEnrollment can be a maze for any client. For clients who cross borders, it's worse.
December 02, 2024
Long-Term Care Insurance Still MattersA man who helps families find care looks at what most are missing.
November 26, 2024
10 New Findings on What Americans Think About WealthAmericans hold diverse views on the meaning of wealth — perhaps because many families don't talk about it.