Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
15 Countries With the Most Billionaires
By Michael S. FischerThe global billionaire population last year grew at its fastest pace since 2020, Altrata research finds.
August 25, 2026
12 Cheapest States to Live ComfortablyHere's where it takes the lowest annual salary to afford necessities and extras while saving for retirement.
August 21, 2026
Americans Without Children Are Less Confident About Retirement Prospects: SurveyCurrent expenses and rising costs are top of mind for those without offspring, Allianz Life reports.
August 18, 2026
PRO
How to Keep Clients Out of Medicare Plan DramaSome years, all paths are pleasant. That's probably not the case this year.
August 18, 2026
Best Colleges in 10 Categories: Princeton Review, 2026The test prep company surveyed students at 392 schools on campus-life topics like support services, healthcare, politics and, of course, food.
August 18, 2026
12 Fastest-Growing States by PopulationA growing population can support economic growth, SmartAsset notes.
August 14, 2026
12 Most Expensive States to Live ComfortablyA six-figure salary no longer guarantees financial ease in much of the United States, SmartAsset reports.
August 14, 2026
The Estate Is Settled. Your Widowed Client Still Needs You.The advisor's role only deepens after the paperwork and immediate decisions are behind the client.