Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Are You Ready to Live a Long Time?
By Allison BellJohn Hancock is using an MIT-powered grading tool to get retirement savers thinking.
April 08, 2026
Most Advisors Have Big Gaps in Medicare Knowledge: SurveyFew who took an insurer's quiz understood that "Original Medicare" lacks a cap on annual out-of-pocket spending.
April 08, 2026
Long-Term Care Hybrid Products Face Regulatory UncertaintySome states may give little attention to life or annuity riders that provide LTC benefits.
April 07, 2026
Heirs Beware: 42% Spend Inheritance Within a Year, Study FindsNet worth had retreated to pre-inheritance levels, or lower, at the 365-day mark.
April 07, 2026
12 States With the Lightest Tax Burdens: 2026WalletHub's research seeks to clarify how U.S. taxpayers are affected by complex federal and state tax codes.
April 07, 2026
Top 10 Countries for Wealthy Families, 2026Henley & Partners' Opportunity Index ranks factors like earning potential, career advancement and livability.
April 07, 2026
Medicare Advantage Program Managers Blink on 2027 Subsidy IncreaseInsurer groups' cautious reaction suggests that turbulence for enrollees may still lie ahead.
April 03, 2026
Medicare Advantage Regulators Lighten Agent Sales Rules for 2027Officials also eased retention requirements for sales call recordings.