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 Best States for Retirement: 2023
By Michael S. FischerOlder Americans should not rule out places not traditionally thought of as hotspots for their Golden Years, a Bankrate report says.
July 25, 2023
Medicare Advantage Plans Face More Budget PressureA group says Congress could save that by correcting enrollee health scores.
July 18, 2023
12 Worst U.S. Cities for Financial StressAmericans are more stressed about inflation than they are about crime, according to a recent survey.
July 17, 2023
12 Worst States for Out-of-Pocket Medicare Drug CostsIn one state, patients' average share of the total is more than $600 per year.
July 17, 2023
8 Best Retirement Moves of 2023: Advisors' AdviceStaying the course does not mean passing up opportunities that present themselves.
July 05, 2023
11 Most Livable Cities in the World: 2023The Economist Intelligence Unit's global livability index, scoring more than 170 cities, hit a 15-year high.
June 30, 2023
Why $100B of Wealth Moved to the SoutheastMeanwhile, the Northeast bled out about $60 billion, based on a review of recently published IRS data.
June 28, 2023
Washington State Long-Term Care Insurance Program to Launch SaturdayCritics wonder whether WA Cares will provide enough of the right benefits to be useful.