Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Genworth Gets New Long-Term Care Policy Approved by 23 States
By Allison BellThe company, led by Tom McInerney, wants approvals in at least 30 states before it launches the product.
April 24, 2025
What Each Generation Believes It Needs to Earn in 2025Respondents of different ages generally underestimate this figure, given that Americans spend $8,500 a month on average.
April 22, 2025
Estate Planning for Super-LongevityLiving longer can be a great thing, but it does require additional planning.
April 21, 2025
7 Long-Term Care Annuity Facts for AdvisorsA TIAA research center paper may revive an idea that flourished elsewhere but fizzled in the U.S.
April 17, 2025
AI and Long-Term Care: Solving an Age-Old ChallengeMaybe technology can make one of the most personal planning processes more human.
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.