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 Talk to Young Adults About Life Insurance?
By Allison BellTalk to Gen Z about preserving their options, Foresters Financial CEO Matt Berman suggests.
October 02, 2026
What Still Scares Retired Clients? SpendingAdvisors share ideas about how to help the timid.
October 02, 2026
12 States Where $250K for Long-Term Care Runs Out FastestEven wealthy seniors could drain assets relatively quickly in these locations, CareScout finds.
October 01, 2026
12 Best Countries to Retire Abroad: 2026These locations can appeal to those seeking a safer, healthier life, richer in possibilities and lighter in tax.
September 29, 2026
15 Best Value Public Universities: 2027The Princeton Review's study focused on academic rigor, affordability and career outcomes for graduates, among other criteria.
September 29, 2026
Why a Medicare Choice at 65 Matters at 75Advisors need to help clients understand how early decisions can affect later options.
September 28, 2026
Helping Young Clients Coast to Retirement Starts With the Right NumberThe Coast FI strategy appeals to clients seeking a less extreme alternative to FIRE, but there are mistakes to avoid.
September 26, 2026
When Life Insurance Becomes More About the Projection Than the ProtectionThe author wants advisors to think harder about the ultimate goal of the planning.