Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
How to Keep Client Couples' Simultaneous Retirements From Going Wrong
By Rob BurgessCouples who leave the workforce at the same time may be surprised when expectations don't meet reality.
May 15, 2026
When Clients Start an 'Encore Career' in RetirementThere are tax implications of starting a new business later in life instead of slowing down, experts say.
May 15, 2026
How Merrill Advisors Help Rich Families With Wealth TransfersAdvisors have a crucial role in these sometimes-messy conversations, Merrill Center for Family Wealth head Valerie Galinskaya says.
May 14, 2026
Americans Are Most Financially Burdened in These 12 StatesResidents in some locations, SmartAsset reports, may be contending with high costs, weaker incomes and heavier debt loads.
May 13, 2026
ReFirement: A Purposeful Next Chapter for AdvisorsNot retirement in the traditional sense, this approach offers a more selective, purposeful way to continue serving.
May 12, 2026
Genworth's CareScout Unit Gets a Line in the Financial ReportThe newborn long-term care services and insurance business generated some revenue.
May 12, 2026
10 Hottest U.S. Housing Markets: 2026In these locales, a Zillow report finds, demand for homes outstrips the number of homes for sale.
May 07, 2026
5 Best and 5 Worst Entry-Level Jobs in 2026WalletHub graded 108 occupations on factors like starting pay, growth potential and the likelihood of working long hours.