Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Americans' 9 Biggest Financial Worries: Gallup
By Michael S. FischerConcerns about costs far outpace all other fiscal challenges, the annual Economy and Personal Finance survey finds.
April 28, 2026
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'Gray Divorce' Leaves Little Room for Error in Retirement PlanningAfter 65, the parties have more assets to split and less time to rebuild their financial lives.
April 22, 2026
If You Can't Beat Health Care Cost Increases ... Hedge Them?A top insurance industry risk math expert has designed two new ETFs for that purpose.
April 22, 2026
When a Client Wants to Help Their Child Buy a HomeAdvisors told us how they help parents aid their adult children without derailing their retirement plans.
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.