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 Most Livable Midsize U.S. Cities: 2024
By Michael S. FischerAARP looked at areas with a population of between 25,000 and 99,999 individuals, including some near the water.
October 23, 2024
10 Most Generous American Billionaires: Forbes, 2024Ten people among the 400 richest Americans have given away 20% or more of their wealth.
October 11, 2024
Medigap Issuers Face Spike in Small Problems That Got SeriousThe effects of skipping routine care during the pandemic are becoming evident, Mutual of Omaha's medical chief says.
October 11, 2024
4 Keys to Succession PlanningThe financial advice industry remains largely unprepared for exits, planned or otherwise.
October 10, 2024
Kamala Harris Proposes Medicare Home Care BenefitShe hopes to use prescription benefit savings and international tax changes to pay for the services.
October 09, 2024
11 Worst States for Medicare Drug Plan Menu CutsAny big problems in this market could affect all financial services conversations in Washington.
October 08, 2024
5 Costliest U.S. Hurricanes Since 1900The biggest economic hit comes from a quiet, long-term increase in mortality, a researcher contends.
October 08, 2024
Prevention Is the Best Long-term Care Planning StrategyInsurers, and insurtech firms, want to help your clients stay in their own homes longer.