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 Worst States for Retirement: 2026
By Michael S. FischerThe best retirement destinations are affordable, with good health care and amenities. These states fall short, WalletHub finds.
January 28, 2026
New Bill Allows Use of 529 Plans to Pay College Application FeesSuch fees are "an often overlooked cost that can deter first-generation applicants," said Rep. Janelle Bynum.
January 28, 2026
10 Most Neighborly American Cities: 2026These metro areas have high rates of volunteerism, social and economic connectedness, Redfin finds.
January 28, 2026
Wealth.com Rolls Out Tax Planning PlatformThe solution was built to move users beyond calculating a tax bill and toward architecting a client's future.
January 27, 2026
Medicare Advantage Managers Propose 0.09% Plan Pay Hike for 2027A UnitedHealth executive said the proposal "simply doesn't reflect the reality of medical utilization and cost trends."
January 26, 2026
Why Do Retirees Make Less From Home Sales?Factors like poor upkeep and greater urgency in dealmaking appear to weigh on older sellers.
January 26, 2026
12 Best States for Retirement: 2026WalletHub ranked the states based on health care, affordability and quality of life.
January 22, 2026
House Votes 341-88 for 'Minibus' Spending PackageThe package includes funding for the SEC and the IRS, along with efforts to update Medicare.