Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Why Client Interest in Trusts Is Soaring
By Rob BurgessIt's up sevenfold over the past decade, a study of calls to lawyers found. Advisors are getting more trust questions too.
August 11, 2026
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How UHNW Clients Can Brace for a Potential California Wealth TaxAdvisors offer guidance on what to do if a one-time 5% wealth tax passes.
August 10, 2026
10 Hottest Luxury Neighborhoods: 2026Even in a buyers' market, strong demand outpaces supply in many high-end locations, Redfin finds.
August 06, 2026
Debate: Should Biden-Era Medicare Drug Subsidies End Early?The Centers for Medicare and Medicaid Services is eliminating Part D plan spending caps effective Dec. 31.
August 06, 2026
12 Cities Where Income Grew MostHouseholds in these cities are offsetting the effect of inflation, SmartAsset finds.
August 05, 2026
CFPs Are Happy and Clients Are Optimistic: SurveyInvestors feel better about their financial outlook than they did three months ago, according to the CFP Board.
August 05, 2026
13 States Don't Tax Retirement Income. Should Clients Move?The process — and the real tax differences between states — can be less straightforward than clients expect, advisors say.
August 04, 2026
How Lack of Planning Robs Investors of the Retirement They ImaginedRetirees appear to be doing reasonably well, a survey finds, but are not fully living with intention and purpose.