Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
12 Most Livable Small and Midsize U.S. Cities: 2026
By Michael S. FischerIn these locations, Livability.com finds, paychecks go further, commutes are shorter and quality of life comes first.
March 20, 2026
7 in 10 Americans Embrace New Approaches to Retirement: FidelitySome 80% of Generation Z and 60% of millennials said they plan to phase different kinds of work into retirement.
March 19, 2026
When Can You Talk to Clients About Long-Term Care Protection?Probably not while they're in college, but you can start earlier than many think.
March 19, 2026
12 Most Expensive U.S. Cities in 2025SmartAsset ranked the cost of living across 236 cities, based on data for housing, food, utilities and other essentials.
March 18, 2026
How to Manage Market Risk in Early Retirement: Jamie HopkinsRetirees can reduce the risk of having to lock in big losses in this crucial time window, he says.
March 18, 2026
Should Your Client Relocate in Retirement?It's important to look at the whole picture — financial and otherwise.
March 17, 2026
The Long-Term Care Crisis Annuity Market RumblesSome families that need long-term care have planned for that. Others have not.
March 17, 2026
Private Foundations or Donor-Advised Funds? Asking the Right QuestionsHelping clients maximize their philanthropic efforts is an impactful way to build meaningful, lasting relationships.