Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Combination Long-Term Care Products Have Taken Over
By Margie BarrieClients spoke, and the carriers listened.
April 01, 2025
You Might Spot Your Clients’ Dementia Before Anyone ElseFinancial mistakes are often the first sign of Alzheimer's — one of the most expensive diseases.
March 31, 2025
The Medicare Savings Program Can Rescue Clients Who Are StrugglingMost of your clients have plenty of cash to pay for coverage. What if some don't?
March 31, 2025
The Baby Boomers Are Coming (for LTC Benefits)Millions of people have the policies. Many will file claims.
March 27, 2025
Debate: Do Consumers Benefit From Proposed ACA Changes?Enrollees would be required to provide additional information to prove that they are eligible for special enrollment periods.
March 21, 2025
Form an Opioid Addiction Response Team, Advisor SaysCheryl Canzella knew little about the topic. Then her husband became addicted to painkillers.
March 20, 2025
How to Avoid a Huge Tax Surprise When Clients Lose a SpouseWhen a client is widowed, taxes often go up as income goes down, retirement advisor John Iammarino says.
March 13, 2025
8 Overlooked Tax Deductions and CreditsThese breaks can go a long way toward helping clients reduce their tax liability as much as possible.