Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
10 Most Affordable U.S. Cities to Buy a Home: 2025
By Michael S. FischerSome areas offer better opportunities for owning a typical home on a typical salary, Clever Real Estate finds.
May 21, 2025
Osaic Taps Community Capital Tech for Loan, Banking ServicesThe advisor network is integrating CCT’s proprietary banking platform and national loan origination network.
May 21, 2025
Here's How Clients Are Filling In Medicare GapsRetirees who fail to plug the holes may watch their cash leak out fast.
May 20, 2025
Annuity Provider Finds an Advisor-Client GapInvestors prioritize steady income and security as they plan to leave the workforce, Global Atlantic research finds.
May 20, 2025
Luminaries 2025 Nominations Are OpenThinkAdvisor is taking nominations for our expanded awards program through Aug. 4. There's no cost to participate.
May 20, 2025
12 Best States for Military Retirees: 2025Retired servicemembers face challenges that most other retirees do not.
May 15, 2025
Medicare Plan Market Could Face More Disruption in 2026: Web BrokerGoHealth's CEO thinks people with coverage that stayed about the same should expect change.
May 14, 2025
12 Cities Where It Takes the Most Income to Be Middle ClassThe median income needed to enter this group in big cities increased to $74,225, SmartAsset research found.