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 a $100,000 Salary Buys the Most
By Michael S. FischerThe real purchasing power of a six-figure income, SmartAsset research finds, depends largely on location and lifestyle.
April 07, 2026
Heirs Beware: 42% Spend Inheritance Within a Year, Study FindsNet worth had retreated to pre-inheritance levels, or lower, at the 365-day mark.
April 07, 2026
12 States With the Lightest Tax Burdens: 2026WalletHub's research seeks to clarify how U.S. taxpayers are affected by complex federal and state tax codes.
April 07, 2026
Top 10 Countries for Wealthy Families, 2026Henley & Partners' Opportunity Index ranks factors like earning potential, career advancement and livability.
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.