Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Helping Young Clients Coast to Retirement Starts With the Right Number
By Rob BurgessThe Coast FI strategy appeals to clients seeking a less extreme alternative to FIRE, but there are mistakes to avoid.
September 24, 2026
12 States Where $250K Lasts Longest for Long-Term CareAging Americans face distinct challenges planning for such care no matter where they live, CareScout finds.
September 21, 2026
12 Best Small Towns for RetirementAdvantages over larger places include lower cost of living, a better quality of life and overall safety, according to MoneyLion.
September 21, 2026
New Bill Allows Online Social Security Survivor Benefit ApplicationsThe Survivor Benefits Application Modernization Act calls on the agency to set up a self-scheduling portal.
September 21, 2026
High Prescription Drug Costs Force Patients to Quit TreatmentSome important drugs cost patients more than $200,000 per year.
September 18, 2026
12 States With the Highest Incomes Needed to Join the 1%The income threshold to join this group varies dramatically by state, SmartAsset reports.
September 16, 2026
Your Clients Aren't Under-Saving. They're Under-Spending.The bigger risk in most retirement plans is money that never gets used.
September 15, 2026
Student Loan Borrowers in Their 40s Have 45% Smaller 401(k)s: StudyParticipants with such debt in defined contribution plans continued to have lower contribution rates and account balances, a report finds.