Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
How Medicare Enrollment, Drug Costs and Plans Have Changed
By Tricia BlazierAny advisor working with people over 65 needs to understand what's happening.
January 28, 2026
10 Most Neighborly American Cities: 2026These metro areas have high rates of volunteerism, social and economic connectedness, Redfin finds.
January 28, 2026
Wealth.com Rolls Out Tax Planning PlatformThe solution was built to move users beyond calculating a tax bill and toward architecting a client's future.
January 27, 2026
Medicare Advantage Managers Propose 0.09% Plan Pay Hike for 2027A UnitedHealth executive said the proposal "simply doesn't reflect the reality of medical utilization and cost trends."
January 26, 2026
Why Do Retirees Make Less From Home Sales?Factors like poor upkeep and greater urgency in dealmaking appear to weigh on older sellers.
January 26, 2026
12 Best States for Retirement: 2026WalletHub ranked the states based on health care, affordability and quality of life.
January 22, 2026
House Votes 341-88 for 'Minibus' Spending PackageThe package includes funding for the SEC and the IRS, along with efforts to update Medicare.
January 22, 2026
5 Key Medicare Provisions in the $1.2T House Spending PackageDebate on the package began on the floor today. A vote could occur tonight.