Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
LPL Taps Wealth.com for Estate Planning Services
By John ManganaroThe strategic relationship includes enterprise licenses for LPL's 32,000 advisors and deployment across the Advanced Planning team.
January 20, 2026
3 Things to Know About Using Individual Annuities in Costa RicaHere's an example of how collecting retirement income in another country really works.
January 16, 2026
What Wealth Managers Can Learn From Social Media FinfluencersThe key to social media success is offering emotional support, not product pitches, Storyful's Tara Naughton says.
January 15, 2026
One Strategy for All Net-Worth Levels? It Can Be Done, Exec SaysNew technology and new ways of thinking let advisors do more for more people, Libretto's Jeff Coyle says.
January 15, 2026
UnitedHealth Schools Senate Committee on Patient Risk ScoringInvestigators found that the company's health assessment teams spotted ominous signs that patients' own doctors had missed.
January 13, 2026
12 Best States to Raise a Family: 2026These locations combine affordability with safety, jobs and access to quality education, health care and entertainment, research finds.
January 12, 2026
10 Healthiest States in America: 2026Researchers used 99 data points, from doctor availability to excessive drinking rates to economic health.
January 08, 2026
Nearly Half of Retirees Are Short on Emergency Cash: StudyThe researchers suggest that retirees should set aside at least 10% of their income as emergency savings.