Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Genworth Names Upton to Succeed McInerney as CEO
By Allison BellThe board chairman says the company will continue to carry the CareScout launch forward.
October 26, 2026
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HNW Clients Have Trouble Protecting What They LovePassing down collectibles is a more involved process than many wealthy clients expect, offers Trevor Brody of Hub Private Client.
October 20, 2026
12 Metro Areas Where Paychecks Go the FurthestHere's where the typical worker can devote 35% or more of their income to retirement savings and fun, according to SmartAsset.
October 20, 2026
IRS Proposes Tighter ACA Health Premium Tax Credit RulesOne section could affect clients who bring relatives to the United States from other countries.
October 19, 2026
Senate Democrats Seek Universal Home Care Benefits ProposalsLawmakers are suggesting that the new system could get ideas from an existing public program.
October 15, 2026
Ultra-Rich Donors Worldwide Gave $250B in 2025: AltrataPeople worth $30 million or more number only 557,000, a report finds, but accounted for 38% of global giving by individuals.
October 14, 2026
Medicare Enrollment Show BeginsMore than 36 million older Americans are now deciding what to do about their health coverage.
October 09, 2026
Some GLP-1 Users Tap Nest Eggs to Cover the Costs: NationwideAbout 14% have cut retirement contributions or investments to pay for the medications.