Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
The New 'Safe' Retirement Spending Rate? It's Not 4%
By John ManganaroMorningstar researchers find that retirees can spend a little more freely in 2026, but caution is warranted.
December 01, 2025
10 Top Vacation Spots for 2026American Express Travel used cardmember bookings and consultant feedback and to compile this list.
November 26, 2025
10 Holiday Gift Ideas for Less Than $100The offering doesn’t have to be expensive, but it should be thoughtfully chosen, with a touch of elegance.
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.