Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Heirs Beware: 42% Spend Inheritance Within a Year, Study Finds
By Dinah Wisenberg BrinNet worth had retreated to pre-inheritance levels, or lower, at the 365-day mark.
April 07, 2026
Medicare Advantage Program Managers Blink on 2027 Subsidy IncreaseInsurer groups' cautious reaction suggests that turbulence for enrollees may still lie ahead.
April 03, 2026
Medicare Advantage Regulators Lighten Agent Sales Rules for 2027Officials also eased retention requirements for sales call recordings.
April 02, 2026
12 Most Livable Small and Midsize U.S. Cities: 2026In these locations, Livability.com finds, paychecks go further, commutes are shorter and quality of life comes first.
March 25, 2026
Medicare's Observation Status RuleSome Medicare hospital stays lead to unexpected skilled nursing facility bills.
March 24, 2026
12 Happiest U.S. Cities: 2026Americans are more satisfied in places with financial freedom, good relationships, overall health and basic conveniences, SmartAsset notes.
March 20, 2026
7 in 10 Americans Embrace New Approaches to Retirement: FidelitySome 80% of Generation Z and 60% of millennials said they plan to phase different kinds of work into retirement.
March 19, 2026
When Can You Talk to Clients About Long-Term Care Protection?Probably not while they're in college, but you can start earlier than many think.