Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Even With Marriage Equality, LGBTQ+ Clients Have Planning Challenges
By Rob BurgessMany of these clients do not have children, advisors note, complicating retirement and estate planning.
June 15, 2026
12 Worst State Economies: 2026States that lag, WalletHub finds, are less friendly to new businesses and fail to invest in new technology.
June 12, 2026
PRO
Avoiding Tax, Social Security and Medicare Pitfalls of UnretirementReentering the workforce after retirement is more common than many people think, and it presents distinct planning challenges.
June 10, 2026
PRO
How Worried Should Advisors Be About Social Security?Social Security "isn't going bankrupt," but advisors still have to help clients plan, retirement expert Jason Fichtner tells ThinkAdvisor.
June 10, 2026
PRO
Beware of These Tax Traps When Clients Retire AbroadCurrency risk, overseas investment rules and different tax treatment of retirement accounts can trip clients up without careful planning.
June 09, 2026
'Medicare' May Still Pay 89% of Promised Benefits if It Goes BrokeBut the new trustees report shows payroll tax revenue at the hospitalization trust fund was weak.
June 09, 2026
America's 10 Best Restaurants: 2026This year's list was compiled from the votes of a 300-member academy of regional restaurant industry experts.
June 04, 2026
Debate: Do Taxpayers Benefit From 'Alternative' Health Plans?These options are not required to provide essential health benefits and can impose annual or lifetime caps.