Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
House Votes 341-88 for 'Minibus' Spending Package
By Allison BellThe package includes funding for the SEC and the IRS, along with efforts to update Medicare.
January 21, 2026
Wealth Alone Does Not Make a Retirement PlanMany clients appear ready for retirement by every financial measure, yet they hesitate to take the leap. Why?
January 21, 2026
10 Unhealthiest States in America: 2026Mortality rates improved nationally, the United Health Foundation finds, while several measures, such as homelessness and unemployment, worsened.
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.