Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
The 'Drive-By Schmoozing' and Other Party Mistakes to Avoid
By Bryce SandersIf you're trying to grow your network at an event, here's what not to do.
July 31, 2026
Near-Retirees Fear Running Out of Time to Travel, Not Money: SurveyAdvisors can help clients make the most of their healthy years to enjoy trips without depleting savings.
July 31, 2026
Cut to Medicare Drug Plan Subsidy Could Hit Retirees' WalletsHumana executives say they included such a possibility when they set their 2027 prices.
July 31, 2026
Dual Eligibles and Medicare Savings ProgramsRetirees and near retirees will need extra help to understand these programs.
July 31, 2026
7 Trends Affecting Retirement Expectations — and RealityThe gap in the two polls, a study finds, represents a difference that can carry significant financial consequences.
July 30, 2026
Long-Term Care Insurance Premiums FallThe cost of benefits linked to a life insurance policy is holding steady, according to a new AALTCI report.
July 30, 2026
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As Retiree Healthcare Costs Keep Rising, Planning Ahead Can HelpOlder clients will spend 7.5% more on this expense in 2026 compared to 2025, a Fidelity study finds.
July 30, 2026
20 Most Lucrative Jobs for High-Performing WorkersTop earners in these fields may bring in several times more than the median worker, SmartAsset reports.