Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
15 Best Countries for Retirement Security: 2026
By Michael S. FischerThe U.S. fell three places from last year in Natixis' Global Retirement Index ranking.
September 21, 2026
New Bill Allows Online Social Security Survivor Benefit ApplicationsThe Survivor Benefits Application Modernization Act calls on the agency to set up a self-scheduling portal.
September 21, 2026
High Prescription Drug Costs Force Patients to Quit TreatmentSome important drugs cost patients more than $200,000 per year.
September 18, 2026
12 States With the Highest Incomes Needed to Join the 1%The income threshold to join this group varies dramatically by state, SmartAsset reports.
September 16, 2026
Your Clients Aren't Under-Saving. They're Under-Spending.The bigger risk in most retirement plans is money that never gets used.
September 15, 2026
Student Loan Borrowers in Their 40s Have 45% Smaller 401(k)s: StudyParticipants with such debt in defined contribution plans continued to have lower contribution rates and account balances, a report finds.
September 14, 2026
Widowed Americans Feel Confident, but Here's What They Need From AdvisorsAlmost 6 in 10 wish they had someone with whom to share financial decisions, an Ameriprise survey finds.
September 14, 2026
12 Worst U.S. Cities for Retirement: 2026Out of 182 cities, these fall shortest on affordability, quality of life and healthcare, WalletHub finds.