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 Worst States for Health Care: 2024
By Michael S. FischerThese states are weak in critical areas like affordability, giving clients easy access to a range of doctors and insurance options, and outcomes.
August 08, 2024
12 Best States for Health Care: 2024Here are the best places to find affordable, high-quality care, according to WalletHub.
August 08, 2024
Aetna May Let Medicare Plan Enrollment Fall 10% in 2025Older clients may see their plans getting a lot leaner this fall.
August 06, 2024
Only a Quarter of Americans Expect to Leave an InheritanceMeanwhile, about 32% of millennials and 38% of Gen Zers expect to receive an inheritance, Northwestern Mutual found.
August 01, 2024
15 Best Value Private Colleges: Princeton Review, 2024The rankings take into account academics, costs, student debt, career services and graduation rates.
July 30, 2024
How Medicare Can Make Summer HealthierOne way to connect with older clients is to tell them about benefits that are right for the season.
July 26, 2024
12 Most Expensive Retirement TownsThese locales have large senior populations, but housing, groceries, health care, transportation and utilities can be pricey.
July 24, 2024
The Hard Truth About Exiting the WorkforceWe all like to imagine leaving the job on our own terms, but that's far from a guarantee.