Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
'Gray Divorce' Leaves Little Room for Error in Retirement Planning
By Rob BurgessAfter 65, the parties have more assets to split and less time to rebuild their financial lives.
April 16, 2026
How Talking to Clients About Philanthropy Benefits AdvisorsThey can better meet evolving expectations, differentiate their practices and build deeper, multigenerational relationships, research finds.
April 15, 2026
12 U.S. Cities Where Home Values Rose Most in a YearBetween February 2025 and 2026, prices rose in some markets and fell in others, SmartAsset finds.
April 14, 2026
Are You Ready to Live a Long Time?John Hancock is using an MIT-powered grading tool to get retirement savers thinking.
April 13, 2026
12 Best States for Older Workers in 2026People 65 and older are projected to experience faster labor force growth over the next decade, CareScout finds.
April 10, 2026
12 Cities Where a $100,000 Salary Buys the MostThe real purchasing power of a six-figure income, SmartAsset research finds, depends largely on location and lifestyle.
April 08, 2026
Most Advisors Have Big Gaps in Medicare Knowledge: SurveyFew who took an insurer's quiz understood that "Original Medicare" lacks a cap on annual out-of-pocket spending.
April 08, 2026
Long-Term Care Hybrid Products Face Regulatory UncertaintySome states may give little attention to life or annuity riders that provide LTC benefits.