Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
10 Unhealthiest States in America: 2026
By Michael S. FischerMortality rates improved nationally, the United Health Foundation finds, while several measures, such as homelessness and unemployment, worsened.
January 15, 2026
One Strategy for All Net-Worth Levels? It Can Be Done, Exec SaysNew technology and new ways of thinking let advisors do more for more people, Libretto's Jeff Coyle says.
January 15, 2026
UnitedHealth Schools Senate Committee on Patient Risk ScoringInvestigators found that the company's health assessment teams spotted ominous signs that patients' own doctors had missed.
January 13, 2026
12 Best States to Raise a Family: 2026These locations combine affordability with safety, jobs and access to quality education, health care and entertainment, research finds.
January 12, 2026
10 Healthiest States in America: 2026Researchers used 99 data points, from doctor availability to excessive drinking rates to economic health.
January 08, 2026
Nearly Half of Retirees Are Short on Emergency Cash: StudyThe researchers suggest that retirees should set aside at least 10% of their income as emergency savings.
January 06, 2026
Younger Savers Capture Opportunities Gen X, Boomers MissedGen Z and millennial savers started contributing to workplace retirement plans at 23 and 28, a survey finds.
January 05, 2026
Here's Where It Takes Homebuyers the Longest to Save for a Down PaymentIn some high-cost coastal areas, Realtor.com finds, it can take the median household decades to save enough.