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 Happiest U.S. Cities: 2026
By Michael S. FischerAmericans are more satisfied in places with financial freedom, good relationships, overall health and basic conveniences, SmartAsset notes.
March 19, 2026
12 Most Expensive U.S. Cities in 2025SmartAsset ranked the cost of living across 236 cities, based on data for housing, food, utilities and other essentials.
March 18, 2026
How to Manage Market Risk in Early Retirement: Jamie HopkinsRetirees can reduce the risk of having to lock in big losses in this crucial time window, he says.
March 18, 2026
Should Your Client Relocate in Retirement?It's important to look at the whole picture — financial and otherwise.
March 17, 2026
The Long-Term Care Crisis Annuity Market RumblesSome families that need long-term care have planned for that. Others have not.
March 17, 2026
Private Foundations or Donor-Advised Funds? Asking the Right QuestionsHelping clients maximize their philanthropic efforts is an impactful way to build meaningful, lasting relationships.
March 17, 2026
Why the Boomer Wealth Transfer Might Not Be So 'Great'A significant portion of the assets' value could evaporate in their distribution, a new white paper argues.
March 16, 2026
Some Medicare Households May Need $500,000 for Health Care in Retirement: ReportThe projections are particularly challenging for couples with high prescription drug costs, the Employee Benefit Research Institute finds.