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 Cities With the Highest Incomes Needed to Be Middle Class
By Michael S. FischerThe local job market, housing market and infrastructure affect standards of living across the country, SmartAsset reports.
February 10, 2026
National Guardian Life Reboots Its Stand-Alone Long-Term Care InsuranceThe new product comes with a monthly benefit, instead of a daily benefit, and extra inflation protection options.
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.