Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Annuity Provider Finds an Advisor-Client Gap
By Michael S. FischerInvestors prioritize steady income and security as they plan to leave the workforce, Global Atlantic research finds.
May 14, 2025
12 Cities Where It Takes the Most Income to Be Middle ClassThe median income needed to enter this group in big cities increased to $74,225, SmartAsset research found.
May 13, 2025
UnitedHealth CEO Change Means Higher 2026 Medicare Advantage PricesJohn Rex, the chief financial officer, had sobering comments about health care claims.
May 12, 2025
Money Worries Mean Most Americans Don’t Want to Live to 100The number of centenarians will quadruple by 2054. For many, that’s a scary financial proposition.
May 06, 2025
Financial Advice Before 40 Is Critical for Long-Term Security: PollSome 80% of Gen Zers and millennials said they need to improve their financial planning, Northwestern Mutual reported.
May 02, 2025
What Medicare Offers For Home Health CareSuddenly, some clients will learn about how the program sees "custodial care."
May 01, 2025
Genworth Gets New Long-Term Care Policy Approved by 23 StatesThe company, led by Tom McInerney, wants approvals in at least 30 states before it launches the product.
April 29, 2025
Top 12 States for 529 Savings Plan Asset GrowthIn spite of the pandemic, students in these places made assets grow at least 60% over five years.