Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
10 Best Countries to Retire Abroad: 2026
By Michael S. FischerInternational Living builds its Global Retirement Index from the on-the-ground experience of its correspondents.
November 26, 2025
Draft Trump 2027 Medicare Regs May Help Enrollees Who Lose Their DoctorsThe proposal could also expand a drug price negotiation program and overhaul marketing rules.
November 25, 2025
How to Plan for Single Clients in the Decade Before RetirementThose who are divorced, widowed or never married can face planning challenges that married clients don't.
November 25, 2025
The Future of Wealth Management Goes Far Beyond Retirement Planning: Bill CragerExpectations are high for the clients of the future, the former Envestnet CEO says.
November 25, 2025
7 Things Clients Do — and Don't — Talk About With Their AdvisorsLincoln Financial found that some retirement savers have shocking holes in their planning.
November 25, 2025
New Bill Expands 529 Plans to Include Child Care CostsThe Early Education Savings Program Act allows account funds to be used at state-licensed facilities.
November 24, 2025
Medicare Drug Price Negotiations Are ComingClients will need help from advisors to navigate the changes.
November 21, 2025
Medicare Market Faces Serious Disruption, Key Player ReportsThe 2025 upheaval will be "less recoverable" than the 2024 turbulence, according to a man who helps agents make their sales.