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 States With the Highest Household Net Worth
By Michael S. FischerThe median net worth across the U.S. ranges from $62,500 to nearly $700,000, new data shows.
February 10, 2026
Health Costs Clip Retirees' Income: ReportEven with Medicare coverage and ignoring long-term care, older Americans face sizable out-of-pocket medical spending.
February 10, 2026
12 Cities With the Most Pre-RetireesAmericans in this cohort are often in their peak earning years and are likely to seek professional financial advice.
February 05, 2026
Medicare Surcharges Can Hit Affluent Clients Hard, Firm WarnsHealthView found IRMAA will increase a high-income couple's acute care spending by 27%.
February 04, 2026
'Solo Agers' Need More SupportMuch of the U.S. financial services infrastructure is designed around shared resources or informal caregiving.
February 04, 2026
6 Ways Senior Living Is Evolving for Aging Baby BoomersChallenges and opportunities are emerging for both retirees and investors as the over-75 population surges.
February 03, 2026
President Signs $1.2T Spending Package, Promotes Drug Pricing ShiftA separate Homeland Security funding bill fight could create new dealmaking opportunities.
February 03, 2026
12 Worst States for Retirement: 2026The best retirement destinations are affordable, with good health care and amenities. These states fall short, WalletHub finds.