Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
A 10-Point Holiday Family Wellness Check
By Margie BarrieWhen was the last time you and your clients looked, carefully, inside your parents' refrigerators?
December 18, 2024
7 Ways the New House Spending Package Could Affect Older ClientsIt could chase away ghost doctors and support high-tech cancer blood tests.
December 17, 2024
7 Trends in Art Investing by the WealthyCollecting provides high-net-worth clients with an opportunity to further diversify their portfolios.
December 16, 2024
When Disaster Strikes, Raymond James Gets to (Volunteer) WorkEmployees “were literally ripping out [soaked] drywall” after Hurricane Helene, Private Client Group president Tash Elwyn says.
December 16, 2024
How Americans Define Financial SuccessThe majority of respondents to an Empower survey cited not wealth but what money can buy.
December 13, 2024
10 Worst Cities for Property TaxesHere's where homeowners pay the most, relative to their home values, according to SmartAsset, which examined 342 cities.
December 12, 2024
What 4% Rule? Morningstar Has a New NumberThe research firm adjusts its suggested fixed retirement withdrawal rate in its new State of Retirement Income report.
December 12, 2024
Senate OKs Bipartisan Bill That Might Help Older Clients With TechOlder Americans Act reauthorization passed unanimously, and President Biden has just signed a dementia data bill.