Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
16 Biggest Retirement and Financial Planning Tax Breaks
By Allison BellPolicymakers looking for ways to simplify the tax code could look at these provisions.
November 20, 2024
Manulife's John Hancock Reinsurance Deal Includes $1.9B LTCI BlockRGA's participation may be a sign that reinsurers are feeling better about long-term care insurance.
November 20, 2024
Company Raises $22M for All-Inclusive Long-Term Care PackageSeen Health serves older people with both Medicare and Medicaid coverage who qualify for nursing home benefits.
November 18, 2024
Optimizing Medicare DecisionsEnrolling in the right coverage is complicated. You can help.
November 11, 2024
Medicare Part B Premium to Climb 5.9% in 2025That compares with a Social Security cost-of-living adjustment of just 2.5%.
November 08, 2024
12 Best Cities for Veterans to Live: 2024The top locations prioritize education, employment, health care and entertainment, according to WalletHub.
November 07, 2024
Cetera Financial Group CEO to RetireAdam Antoniades will remain a board member but is passing the leadership baton to Mike Durbin at year-end.
November 07, 2024
Genworth Begins to File New Long-Term Care Insurance PolicyTom McInerney, the insurer's CEO, hopes to be selling the LTCI product in at least 25 states next year.