Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
8 Key Risks Facing Older Investors
By John ManganaroThoughtful best practices by advisors can hedge growing risks, Fidelity says.
September 11, 2023
12 Worst U.S. Cities for Retirement: 2023On a list of 182 cities WalletHub ranked on retirement-friendliness, these 12 scored lowest.
September 08, 2023
This Is the Biggest Retirement Challenge for Americans in Their 40s and 50sCaregiving responsibilities and the daily financial obligations of Americans in this age group are raising concerns.
September 07, 2023
Wealth.com Launches Advisory Council, Moves to Expand AI-Assisted Estate PlanningCouncil members include Anna N'Jie-Konte, Dasarte Yarnway and Samantha Russell.
August 30, 2023
Why Your Black and Hispanic Clients Need a WillHaving a will increases the chances of achieving one's bequest target, a new study finds.
August 29, 2023
As Medicare Premiums Whipsaw, Focus on the Big PictureClients face some health care expenses that get plenty of attention, along with some that don't.
August 29, 2023
Medicare Lists First 10 Drug Price Negotiation TargetsHow all clients' prescription benefits work could get more complicated.
August 25, 2023
California Warns Against Dishonest Marketing Tied to Long-Term Care ProposalThe state says basing promotions on a program that does not exist is deceptive.