Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Poor Financial Habits Are a Relationship 'Dealbreaker,' Singles Say
By Michael S. FischerA Northwestern Mutual study also asked about the ideal annual income for a romantic partner.
July 10, 2026
The Great Wealth Transfer Is Already UnderwayAs more boomers choose to make lifetime gifts, the money is starting to flow to younger generations.
July 09, 2026
World's 10 Most Livable Cities: 2026The Economist Intelligence Unit graded 173 cities on stability, healthcare, culture, environment, education and infrastructure.
July 07, 2026
Genworth CEO Takes Medical Leave of AbsenceThe long-term care insurance issuer's chief financial officer will be the interim CEO.
July 07, 2026
12 Worst States to Save for a Down PaymentIn some states, rising incomes have helped offset higher prices. In others, the path to homeownership has gotten longer.
July 06, 2026
Unum Finds Reinsurer for $3.8B Long-Term Care Insurance BlockThe deal would affect LTC coverage for 50,000 people.
July 06, 2026
More Families Are Defining What Their Wealth Is Really ForMany families are moving beyond foundational governance tools, a report finds, to what the assets ultimately intend to support.
July 06, 2026
Why 'I've Hit My Number' Is a Lousy Reason to Retire: Christine BenzThis statement should set off alarm bells, especially with a stock-heavy portfolio, Morningstar's retirement planning director says.