Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
10 Cold-Weather Winter Holiday Destinations, 2026
By Michael S. FischerThe focus in WalletHub's report is on each location's affordability, as well as the cost and convenience of traveling there.
October 28, 2026
PRO
Help Clients Fund a Parent's Care Without Sinking Their Own RetirementCareful investment and tax planning can help clients cover expenses while preserving their assets.
October 27, 2026
15 Most Expensive Cities for High-End Lifestyles: 2026The cost of "living well" has risen 10.2% globally in the past 12 months, Julius Baer finds.
October 26, 2026
PRO
HNW Clients Have Trouble Protecting What They LovePassing down collectibles is a more involved process than many wealthy clients expect, offers Trevor Brody of Hub Private Client.
October 20, 2026
12 Metro Areas Where Paychecks Go the FurthestHere's where the typical worker can devote 35% or more of their income to retirement savings and fun, according to SmartAsset.
October 20, 2026
IRS Proposes Tighter ACA Health Premium Tax Credit RulesOne section could affect clients who bring relatives to the United States from other countries.
October 19, 2026
Senate Democrats Seek Universal Home Care Benefits ProposalsLawmakers are suggesting that the new system could get ideas from an existing public program.
October 15, 2026
Ultra-Rich Donors Worldwide Gave $250B in 2025: AltrataPeople worth $30 million or more number only 557,000, a report finds, but accounted for 38% of global giving by individuals.