Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
12 Worst States for an Affordable Retirement: 2025
By Michael S. FischerThese locations have challenges around such lifestyle areas as safety, health care and the arts, Bankrate researchers found.
August 01, 2025
Genworth Gets More Approvals for Long-Term Care Market ReturnThe company's new LTC provider network matched about 1,400 families with providers in the first half of 2025.
July 31, 2025
12 Best States for an Affordable RetirementAffordability is a key concern of many Americans when deciding where to spend their retirement years.
July 30, 2025
What OBBBA Means For Medicare Rules and PaymentsThe new legislation paused some rule changes and adjusted payment benchmarks.
July 29, 2025
Tax and Investing Pitfalls Greet Americans Who Move to Europe"Certain investing techniques don’t work here," France-based advisor Robert Levitt tells ThinkAdvisor.
July 25, 2025
9 States Where Retirees Are Least Likely to Outlive Their SavingsThese top-ranked locations combine decent nest eggs with a manageable cost of living, a Seniorly analysis finds.
July 24, 2025
Why Wealthy Couples Turn to Post-Nups to Clarify Asset DivisionThe agreements, which override a will, can cover matters like inheritances or a joint business, lawyer Steven Goldfeder says.
July 23, 2025
7 Ways Business-Owner Clients Can Prep for Natural DisastersNearly one-third of Americans have taken no financial steps to get ready for adverse events, polling shows.