Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Top 12 States Where Americans Are Thriving Financially
By Michael S. FischerSmartAsset looked at factors like income, employment, debt and SNAP use.
May 18, 2026
Long-Term Care Claimant Was Working Full Time in Demolition, Transamerica SaysInvestigators watched the man walk into an Apple store and shop alone for 30 minutes at Costco.
May 18, 2026
12 Best States for Military Retirees: 2026Considerations in transitioning to civilian life include economic environment, quality of life and healthcare, WalletHub reports.
May 15, 2026
When Clients Start an 'Encore Career' in RetirementThere are tax implications of starting a new business later in life instead of slowing down, experts say.
May 15, 2026
How Merrill Advisors Help Rich Families With Wealth TransfersAdvisors have a crucial role in these sometimes-messy conversations, Merrill Center for Family Wealth head Valerie Galinskaya says.
May 14, 2026
Americans Are Most Financially Burdened in These 12 StatesResidents in some locations, SmartAsset reports, may be contending with high costs, weaker incomes and heavier debt loads.
May 13, 2026
ReFirement: A Purposeful Next Chapter for AdvisorsNot retirement in the traditional sense, this approach offers a more selective, purposeful way to continue serving.
May 12, 2026
Genworth's CareScout Unit Gets a Line in the Financial ReportThe newborn long-term care services and insurance business generated some revenue.