Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Estate Planning for Super-Longevity
By Roger WohlnerLiving longer can be a great thing, but it does require additional planning.
April 17, 2025
12 Most Livable Small and Midsize U.S. Cities: 2025Livability.com analyzed 100 data points on factors like costs, amenities and safety.
April 17, 2025
HHS May End Medicare Advice, Elder Rights and Respite Care ProgramsThe department is trying to reorganize and streamline its operations, reduce headcount and cut spending.
April 16, 2025
Trump Aims to Cut Medicare Prescription Coverage CostsA new executive order could change Part D benefit rules and a new Medicare drug price negotiation program.
April 14, 2025
Combination Long-Term Care Products Have Taken OverClients spoke, and the carriers listened.
April 09, 2025
Lawmaker Stumps for Long-Term Care Program BillThe bill would provide lifetime LTC benefits after an elimination period of one to five years.
April 08, 2025
Q4 Claim Spike Increases 2026 Medicare Advantage SubsidiesPlans will get more federal financial support because older clients used more health care.
April 01, 2025
You Might Spot Your Clients’ Dementia Before Anyone ElseFinancial mistakes are often the first sign of Alzheimer's — one of the most expensive diseases.