Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Fidelity's Estimate for Post-Retirement Health Costs Jumps 7.5%
By Allison BellThat compares with estimated 2027 Social Security cost-of-living adjustment of just 3.8%.
July 20, 2026
PRO
How the New Retirement Fear Index Could Help You Serve ClientsThe composite measure from David Conti benchmarks the evolving concerns of many retirees and pre-retirees.
July 20, 2026
PRO
Some Gen X Retirement Savers Face Extra Longevity RiskThey could live to 100, and so could their spouses. But wait, there's more.
July 20, 2026
Americans Increasingly Want to Spend Retirement in Multiple CountriesMany future retirees, International Living finds, are designing lifestyles around experiences, climate preferences, travel opportunities and personal interests.
July 16, 2026
Is a Spousal Trust the Right Estate Planning Strategy for Your Client?SLATs provide flexibility and tax benefits, but the increase in the lifetime estate and gift tax exclusion has shifted the conversation.
July 15, 2026
Medicare Will Cross a Grim Line in 11 Years: Alicia MunnellThe retirement researcher looked at the trustees' report and saw a messy X.
July 15, 2026
$1.2M Needed to Retire Comfortably: SurveyEight in 10 retirement plan participants expressed at least slight concern about running out of money, Schroders reports.
July 14, 2026
12 Most Expensive Metro Areas to Raise a Child: 2026Families in some locations, SmartAsset finds, face more than twice the financial burden borne by those living elsewhere.