Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Economists Question Workers' Ability to Make Income Option Choices
By Allison BellRetirees with cancer were too likely to stick with the default choice, a team concludes, costing them more than $20,000.
July 28, 2026
With Lifestyle Creep 'the Rule, Not the Exception,' Here's How Advisors Can HelpAs clients earn more, expenses often rise, erasing gains that could be put toward retirement planning.
July 27, 2026
Most Americans Would Postpone Retirement to Financially Help a Loved OneThree-fourths of study participants would work up to five extra years should their assistance be needed.
July 27, 2026
12 Safest Big Cities in America: 2026SmartAsset ranked 83 cities on violent crime, property crime, traffic fatality rates and disaster risk.
July 27, 2026
What Most People Get Wrong About Emergency SavingsMaking the cash too accessible may lead to misuse.
July 27, 2026
Investments, Meet InsuranceClients expect advisors to help them with all of their finances.
July 24, 2026
How Advisors Can Keep Rising Costs From Derailing Clients' Retirement PlansWhen cash flow tightens, clients can be tempted to cut retirement savings. Here's how to reframe the conversation.
July 23, 2026
Is 'Mini Retirement' the Next Big Thing?Not many Americans, MassMutual finds, have taken an extended break to rest, reset or pursue personal passions or goals.