Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
12 Cities Where $400,000 Can Buy the Most Living Space
By Michael S. FischerAn openness to different locations can have a large influence on how much house buyers can afford, PropertyShark reports.
March 04, 2026
Medicare Advantage Plan Enrollment Rises 2.5% Despite ChaosMuch of the growth is coming at plans aimed at people with chronic health problems.
February 27, 2026
Medicare After Social Security Disability InsuranceSome clients qualify for Medicare before they turn 65.
February 27, 2026
Genworth's CareScout Unit Jumps Into the Aging CrisisThe company warned that the boomers would get old. Now, that's happening.
February 27, 2026
12 Cities With the Highest Incomes Needed to Be Middle ClassThe local job market, housing market and infrastructure affect standards of living across the country, SmartAsset reports.
February 24, 2026
12 States With the Highest Household Net WorthThe median net worth across the U.S. ranges from $62,500 to nearly $700,000, new data shows.
February 19, 2026
6 Keys to Guiding Families Through Financial CaregivingIn high-net-worth families, decisions involve not just money but privacy, control, family dynamics and legacy.
February 10, 2026
National Guardian Life Reboots Its Stand-Alone Long-Term Care InsuranceThe new product comes with a monthly benefit, instead of a daily benefit, and extra inflation protection options.