Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Wealthy Clients Also Have Medicare Knowledge Gaps
By Stephanie JonesA plan operations specialist looks at what even people who know plenty might miss.
December 08, 2025
A Third of Global Savers Expect to Work in Retirement: StudyOnly 31% of respondents said they expect to live as well or better after working, T. Rowe Price reports.
December 08, 2025
How Health Influences Social Security ClaimingHouseholds that make optimal decisions around starting benefits factor longevity into the process. Sometimes that means claiming earlier.
December 05, 2025
15 Cities Where Gen Z Workers Outearn Their EldersIn these locations, up-and-comers offer skills and expertise that help them pull ahead against the odds.
December 05, 2025
10 Ways HNW Families Think About Their WealthNorth American families with $5 million or more are optimistic about the economy in 2026, Chubb finds.
December 04, 2025
15 Hottest U.S. Housing Markets in 2026Homebuyers will see some improvement in their bargaining power, Realtor.com projects, as affordability and inventory tick higher.
December 03, 2025
The New 'Safe' Retirement Spending Rate? It's Not 4%Morningstar researchers find that retirees can spend a little more freely in 2026, but caution is warranted.
December 02, 2025
How Long-Term Care Insurance Claims Look in the 5 Most Populous StatesThe odds that a resident will file a claim, and the average size of a claim, vary widely.