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 States With the Lowest Property Taxes: 2025
By Michael S. FischerThese locales have the lowest tax bills on a median-priced home for the area, WalletHub finds.
February 28, 2025
Why Some Medicare Enrollees Struggle to Access CareThe program offers more benefits, but using the benefits is not always easy.
February 27, 2025
Unum Finds Reinsurer for Block of Individual Long-Term Care PoliciesThe deal could eventually help increase the supply of new long-term care planning products.
February 19, 2025
Genworth Gets Closer to CareScout Long-Term Care Insurance LaunchThe company is setting up a reinsurance deal with a U.S.-based company.
February 19, 2025
The Big Retirement Risk Most Advisors' Models MissMany of today's retirees could outlive the timeframe of typical financial planning assumptions, Dunham's Salvatore Capizzi warns.
February 18, 2025
John Hancock CEO Tells Congress About Helping People Live LongerLawmakers overseeing Medicare and Medicaid are keenly interested in keeping claims down. Brooks Tingle has some ideas.
February 14, 2025
12 Best States for Single SeniorsMore older adults are in the dating pool than ever before in U.S. history.
February 03, 2025
12 Worst States for Retirement: 2025These states fall short on critical metrics of affordability, health care and quality of life, according to WalletHub.