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 'Move to Florida' Is Not a State Tax Plan
By Christopher HoltbyAdvisors need to help wealthy families understand that state tax residency is more than a question of personal address.
June 17, 2026
Average Retirement Plan Savings for 6 Age Groups: VanguardThe investment giant collected data on some 5 million American workers.
June 16, 2026
FIRE May Be Hot, but Some Advisors Are ColdWhile the Financial Independence, Retire Early movement isn't new, it's gained plenty of traction in the past few years.
June 15, 2026
12 Worst State Economies: 2026States that lag, WalletHub finds, are less friendly to new businesses and fail to invest in new technology.
June 12, 2026
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Avoiding Tax, Social Security and Medicare Pitfalls of UnretirementReentering the workforce after retirement is more common than many people think, and it presents distinct planning challenges.
June 10, 2026
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How Worried Should Advisors Be About Social Security?Social Security "isn't going bankrupt," but advisors still have to help clients plan, retirement expert Jason Fichtner tells ThinkAdvisor.
June 10, 2026
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Beware of These Tax Traps When Clients Retire AbroadCurrency risk, overseas investment rules and different tax treatment of retirement accounts can trip clients up without careful planning.
June 09, 2026
'Medicare' May Still Pay 89% of Promised Benefits if It Goes BrokeBut the new trustees report shows payroll tax revenue at the hospitalization trust fund was weak.