Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
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.
September 13, 2024
15 Best Countries for Retirement Security: 2024The U.S. dropped two spots in Natixis Investment Managers' annual ranking.
September 11, 2024
FP Alpha Adds Automation Features to Estate Lab PlatformThe updates are timely in light of upcoming tax changes, CEO Andrew Altfest says.
September 10, 2024
How Advisors Can Help Young Clients Who Lose a SpouseA widow or widower will need compassion, support and care to best manage their financial situation.
September 10, 2024
12 Worst Cities for Retirement: 2024Out of 182 cities, these ranked lowest on affordability, quality of life and health care, according to WalletHub.
September 06, 2024
Top 12 States Where Wealthy Millennials Are MovingWhen they relocate for job opportunities and other reasons, they take their economic clout with them.