Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
12 States With the Highest Incomes Needed to Join the 1%
By Michael S. FischerThe income threshold to join this group varies dramatically by state, SmartAsset reports.
September 14, 2026
Widowed Americans Feel Confident, but Here's What They Need From AdvisorsAlmost 6 in 10 wish they had someone with whom to share financial decisions, an Ameriprise survey finds.
September 14, 2026
12 Worst U.S. Cities for Retirement: 2026Out of 182 cities, these fall shortest on affordability, quality of life and healthcare, WalletHub finds.
September 11, 2026
PRO
So Your Wealthy Client Wants a Doomsday BunkerThe first question: What does the client actually want protection from?
September 11, 2026
Variable Universal Life Sales Climb 24.5% in Q2Buyers favored the potential for growth over stability, Wink issuer survey data reports.
September 11, 2026
House Medicare Hearing Hints at Hopes for LegislationTwo of the bills on the agenda could improve screening for Alzheimer's disease and kidney disease.
September 09, 2026
PRO
Medicare Plan Chaos Could StabilizeIf eHealth executive Whitney Stidom is right, open enrollment season will bring less upheaval this year.
September 02, 2026
PRO
Illness Can Wipe Out Retirement Savings, Unless Advisors Help Clients Plan AheadPreventive steps, expert say, can include long-term disability coverage and critical illness insurance.