Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
As Retirement Approaches, Gen X Workers Are Worried
By Allison BellMore are reporting that they have pushed back the date they plan leave the workforce.
July 18, 2024
Most Americans Think There's a 'Retirement Crisis' — But Not for ThemselvesIn a new survey, many said the U.S. was facing a crisis while also feeling OK about their own situations.
July 18, 2024
7 Insights on Advising Wealthy Clients in a DivorceHigh-net-worth divorcing couples often face asset division and estate planning complexities, lawyer Gus Dimopoulos says.
July 16, 2024
Will Medicare Advantage Work in 2025? UnitedHealth Hopes SoAn executive with the insurance giant said it's too early to predict what will happen next year.
July 16, 2024
Integrated Partners Adds Estate Planning Tools From Wealth.comThe partnership is intended to give Integrated advisors a one-stop platform for clients' directives.
July 11, 2024
Roth IRAs Could Fund a Long-Term Care PlanPlanning purists may shudder, but Kassi Hyde of Apollon Wealth Management is not a planning purist.
July 09, 2024
Genworth Unit Moves to File New Long-Term Care PolicyCareScout Insurance could have a product approved by year-end, CEO Tom McInerney says.
July 05, 2024
Federal Court Blocks Medicare Agent Pay Cap RegulationsThe ruling applies to all Medicare agents, not just the parties to the suit.