Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
December 14, 2023
Top 15 U.S. Cities Where Boomers Are MovingUsing Census data, SmartAsset identified places attracting 55- to 74-year-olds. Yes, Florida is represented.
December 13, 2023
12 Happiest Cities in America: 2023WalletHub ranked 182 cities using measures of financial, physical and emotional well-being.
December 12, 2023
When a Client Faces Cognitive Decline, Speak UpIt's the first step in protecting both the client and your firm, says Barbara Archer of Hightower.
December 11, 2023
10 Top Vacation Spots for 2024American Express Travel's annual list for 2024 goes beyond well-known destinations.
December 11, 2023
Global Atlantic, John Hancock Strike Biggest LTCI Reinsurance Deal EverThe deal could be a sign that private long-term care insurance is making a real comeback.
December 08, 2023
World's 15 Safest Cities to Visit in 2024Berkshire Hathaway Travel Protection ranked 31 cities based on travelers' experience and several data sources.
December 08, 2023
9 Questions You'll Get at Holiday Parties in 2023After a few drinks, people might start asking you about markets, investments or becoming a client.
December 08, 2023
20 Best Bars in the World: 2023From elevated classics to more creative cocktails (gravy, anyone?), you can find it all at these innovative spots.
December 07, 2023
12 States Where the Top 5% Earn the MostThe yearly earnings of these sought-after prospects have grown nearly 30% since 2017, a new Census release shows.
December 05, 2023
Say What? 9 Things Overheard Among the WealthyIn the company of other "1 percenters," wealthy people say some revealing things.