Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Luxury Home Prices Rose Most in These 12 U.S. Cities
By Michael S. FischerHigh prices and strong demand, Redfin reports, have made this a favorable moment for well-off homeowners to cash out.
June 30, 2026
PRO
How Advisors Can Ease the Switch From Saving to Spending in RetirementA significant portion of pre-retirees, two recent studies find, have fears of going from accumulation to decumulation.
June 26, 2026
Navigating Long-Term Care More Worrisome to Americans Than Affording ItThe issue, research finds, is shaped by questions about caregiving, advocacy and who will help with difficult healthcare decisions.
June 23, 2026
12 Global Cities With the Most Ultra-Wealthy ResidentsThe number of individuals with $30 million or more grew 30% in the past two years, Altrata reports.
June 23, 2026
Why Early Retirement Can Be a Smart Tax MoveW-2 earnings, planner Sean Mullaney argues, carry a much higher tax burden than drawing on assets.
June 22, 2026
PRO
The True Costs of Retirement Communities, and How Advisors Can HelpCosts for developments like The Villages go far beyond the sticker price, but they can be managed with careful planning.
June 22, 2026
Why 'Move to Florida' Is Not a State Tax PlanAdvisors need to help wealthy families understand that state tax residency is more than a question of personal address.
June 18, 2026
Number of 'New' Medicare Supplement Enrollees Climbs 14%Problems in the Medicare Advantage market are nudging consumers back toward the original Medicare gap-filler plans.