Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Tax and Retirement Issues to Watch for in 'Gray Divorce'
By Rob BurgessFor advisors, retirement accounts, home sale exclusions and Social Security benefits are all worth considering.
April 30, 2026
Medicare's Donut Hole Closed, but Enrollees Still Have Bills to PayFor many retirees, the prescription drug expenses peak at beginning of the year.
April 28, 2026
'Gray Divorce' Leaves Little Room for Error in Retirement PlanningAfter 65, the parties have more assets to split and less time to rebuild their financial lives.
April 22, 2026
If You Can't Beat Health Care Cost Increases ... Hedge Them?A top insurance industry risk math expert has designed two new ETFs for that purpose.
April 22, 2026
When a Client Wants to Help Their Child Buy a HomeAdvisors told us how they help parents aid their adult children without derailing their retirement plans.
April 16, 2026
How Talking to Clients About Philanthropy Benefits AdvisorsThey can better meet evolving expectations, differentiate their practices and build deeper, multigenerational relationships, research finds.
April 15, 2026
12 U.S. Cities Where Home Values Rose Most in a YearBetween February 2025 and 2026, prices rose in some markets and fell in others, SmartAsset finds.
April 14, 2026
Are You Ready to Live a Long Time?John Hancock is using an MIT-powered grading tool to get retirement savers thinking.