Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Widowed Americans Feel Confident, but Here's What They Need From Advisors
By Michael S. FischerAlmost 6 in 10 wish they had someone with whom to share financial decisions, an Ameriprise survey finds.
September 11, 2026
Variable Universal Life Sales Climb 24.5% in Q2Buyers favored the potential for growth over stability, Wink issuer survey data reports.
September 11, 2026
House Medicare Hearing Hints at Hopes for LegislationTwo of the bills on the agenda could improve screening for Alzheimer's disease and kidney disease.
September 09, 2026
PRO
Medicare Plan Chaos Could StabilizeIf eHealth executive Whitney Stidom is right, open enrollment season will bring less upheaval this year.
September 08, 2026
Protecting Dolly Parton's Estate From Tax Shocks, Conflict and AIEstate planning attorney Nolan James walks advisors through what it takes to preserve a complex legacy.
September 02, 2026
PRO
Illness Can Wipe Out Retirement Savings, Unless Advisors Help Clients Plan AheadPreventive steps, expert say, can include long-term disability coverage and critical illness insurance.
September 01, 2026
Special Needs Plans Are Driving Medicare Advantage GrowthThe hot plans on the menu right now are the ones with a narrow focus.
August 31, 2026
12 Best U.S. Cities for Retirement: 2026WalletHub ranked 182 cities on affordability, activities, quality of life and healthcare.