Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Two Bipartisan Long-Term Care Bills Re-Emerge in House
By Allison BellThe proposals could give lawmakers a chance to find common ground amid an intense budget and tax fight.
March 03, 2025
Talk to Your Female Clients Now About Social SecurityThe majority of beneficiaries are women, and recent changes give advisors a good reason to reach out.
March 03, 2025
7 Factors to Consider When Choosing a Retirement CommunityPicking the right landing spot is one of the biggest decisions a client can make.
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.