Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
New Bill Allows Use of 529 Plans to Pay College Application Fees
By Melanie WaddellSuch fees are "an often overlooked cost that can deter first-generation applicants," said Rep. Janelle Bynum.
January 27, 2026
Medicare Advantage Managers Propose 0.09% Plan Pay Hike for 2027A UnitedHealth executive said the proposal "simply doesn't reflect the reality of medical utilization and cost trends."
January 26, 2026
Why Do Retirees Make Less From Home Sales?Factors like poor upkeep and greater urgency in dealmaking appear to weigh on older sellers.
January 26, 2026
12 Best States for Retirement: 2026WalletHub ranked the states based on health care, affordability and quality of life.
January 22, 2026
House Votes 341-88 for 'Minibus' Spending PackageThe package includes funding for the SEC and the IRS, along with efforts to update Medicare.
January 22, 2026
5 Key Medicare Provisions in the $1.2T House Spending PackageDebate on the package began on the floor today. A vote could occur tonight.
January 22, 2026
LPL Taps Wealth.com for Estate Planning ServicesThe strategic relationship includes enterprise licenses for LPL's 32,000 advisors and deployment across the Advanced Planning team.
January 21, 2026
Wealth Alone Does Not Make a Retirement PlanMany clients appear ready for retirement by every financial measure, yet they hesitate to take the leap. Why?