Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Why 'I've Hit My Number' Is a Lousy Reason to Retire: Christine Benz
By Dinah Wisenberg BrinThis statement should set off alarm bells, especially with a stock-heavy portfolio, Morningstar's retirement planning director says.
June 30, 2026
What a Social Security Disability Insurance Appeal Can Mean for a Client's Medicare TimingFor some clients, the health benefits matter more than the income support.
June 30, 2026
12 States Where Gas Prices Have Fallen MostLower prices and higher household incomes, SmartAsset finds, make filling a tank more affordable in some locations.
June 30, 2026
PRO
How Advisors Can Ease the Switch From Saving to Spending in RetirementA significant portion of pre-retirees, two recent studies find, have fears of going from accumulation to decumulation.
June 26, 2026
Navigating Long-Term Care More Worrisome to Americans Than Affording ItThe issue, research finds, is shaped by questions about caregiving, advocacy and who will help with difficult healthcare decisions.
June 23, 2026
12 Global Cities With the Most Ultra-Wealthy ResidentsThe number of individuals with $30 million or more grew 30% in the past two years, Altrata reports.
June 23, 2026
Why Early Retirement Can Be a Smart Tax MoveW-2 earnings, planner Sean Mullaney argues, carry a much higher tax burden than drawing on assets.
June 22, 2026
PRO
The True Costs of Retirement Communities, and How Advisors Can HelpCosts for developments like The Villages go far beyond the sticker price, but they can be managed with careful planning.