Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
15 Most Affordable U.S. Metro Areas: 2025
By Michael S. FischerClever Real Estate ranked 100 metro areas on factors like taxes and percentage of income spent on housing.
September 27, 2024
Please Help Us With the Medicare Plan Mess, State Regulators Ask CMSEnrollees are getting plan change notices and flooding state officials with questions.
September 23, 2024
20 Best-Paying College Majors: 2024Payscale collected data on 763 majors at some 2,400 colleges and universities across the U.S.
September 18, 2024
Bill Could Throw HSA Money to the Dogs (and Cats)Two lawmakers hope to classify some pet care spending as amounts paid for medical care.
September 18, 2024
12 States With the Lowest Property Tax Rates: 2024What homeowners pay can vary widely, the Tax Foundation reports.
September 16, 2024
'Sandwich Generation' Women Want Financial Advice: StudyThe caregiving burden can also affect women's personal health and sense of purpose, Edward Jones reported.
September 16, 2024
Consumers Still Want Long-Term Care InsuranceAbout 24% of high-income consumers surveyed said they're very likely to buy the product.
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.