Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
7 Tips for More Impactful Giving via Donor-Advised Funds
By John ManganaroResearch shows that high-net-worth clients prefer advisors who take a more personal approach when discussing philanthropy.
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.
November 26, 2024
Boosting Client Service, With a Little Help From Private EquityA free initial plan gets wealthy executives in the door, Mather Group CEO Jennifer des Groseilliers says.
November 26, 2024
Medicare Advantage Agents Should Tell Consumers About Medigap: CMSOfficials want people to understand just how narrow their window to sign up for flexible gap-filler coverage is.
November 26, 2024
Medicare Drug Plans May Soon Add Anti-Obesity CoverageAs officials put the change in draft rules for 2026, the incoming president's Medicare agency pick might support it.