Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Travel Outranks the Kids on Gen X Retirement Planning Priority List
By Allison BellSupport for parents ranks (far) below "I haven't thought about retirement expenses yet."
May 25, 2023
The New Medicare Advantage Prior Authorization Rules: A Medicare Customer QuestionA change that vexed the issuers could make the plans more popular with clients.
May 25, 2023
When Spending Too Little Is the Biggest Retirement 'Risk'Going broke in retirement is obviously a bad outcome, but so is chronic underspending, CPA Mike Piper says.
May 24, 2023
12 Worst States for Military Retirees: 2023Adjusting to civilian life can be difficult enough, but it's even harder in these states, according to WalletHub.
May 24, 2023
Staying Alive in America: Bachelor's Degree PreferredThe mortality gap between the education haves and have-nots is getting a lot bigger.
May 24, 2023
How to Use Medicare Planning to Strengthen Client RelationshipsIf you don't help your clients navigate Medicare, they'll find someone who will, Caribou CEO Christine Simone warns.
May 22, 2023
12 Unhealthiest States for Seniors: 2023States in the southeast had the most room to improve when it came to older residents' health.
May 22, 2023
Use Disability Insurance Awareness Month to EducateA longtime agent says clients need advice about how to protect their most valuable asset.