Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
April 23, 2024
10 States With the Most Income Tax WriteoffsTaxpayers with expenses like mortgage interest can often write off far more than the standard deduction.
April 22, 2024
How Unexpected Events Affect Charity Donors' Giving: Vanguard CharitableOn average, 15% of donor-advised fund giving is in response to an unforseen event, research finds.
April 20, 2024
Here's Why Extended Care Planning Remains Critical for WomenIf they're in their 40s, 50s and 60s, and they haven't thought about this, why not?
April 15, 2024
12 Most Dynamic U.S. Metro Areas: 2024The metro that topped last year's ranking has plunged to No. 29.
April 09, 2024
MassMutual to Offer Free Gene Readings to More InsuredsSears Merritt, a company executive, hopes the DNA results will help people take care of themselves.
April 01, 2024
20 Hottest Luxury Real Estate Markets: 2024One in five ultra-wealthy individuals plan to invest in real estate this year, according to Knight Frank.
April 01, 2024
We Can't Make Nurses Out of Thin AirThanks to a deep-rooted nurse shortage, ensuring older people get appropriate long-term care is getting harder.
April 01, 2024
How to Find the Right Asset Allocation for Your Retiring ClientTo plan for your client's unique needs, here's what to consider.
March 28, 2024
The Long-Term Care Planners' Club MeetingAn LTCI insider went inside, in San Diego. Here's what she saw.
March 26, 2024
It's Late, You're Tired, and All You See Are No Vacancy SignsA long-term care planner warns of the spread of nursing home deserts.