Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
NAIFA to Lobby Against Medicare Plan Commission Cuts
By Allison BellThe advisor group's CEO says comp decisions will hurt beneficiaries' access to assistance.
August 29, 2024
Medicare Agents Face Signs of GloomCVS Health's Aetna unit pruned its drug plans. WellCare says it will stop paying drug plan commissions. What's next?
August 22, 2024
15 Cheapest States for Early RetirementThose leaving the workforce at 50 will need enough savings to see them through decades.
August 21, 2024
What You Need to Be 'Wealthy' in 12 CitiesAmericans in 12 metropolitan areas says more net worth is required this year than in the past two years, a Schwab poll finds.
August 21, 2024
12 Least Livable States: 2024Job availability, housing prices and cost of living top movers' list of considerations, WalletHub research found.
August 20, 2024
Here's Why Consumers Accept Hikes in Long-Term Care Insurance RatesStudy participants were willing to pay more if they felt well-informed and in control of the process.
August 20, 2024
15 Most Expensive Metro Areas to Buy a Luxury HomeThe typical U.S. property in the top tier recently sold for a record $1,180,000 in these cities, Redfin research found.
August 19, 2024
15 Most Expensive States for Early RetirementIn each of these states, you'd have to be a millionaire to retire at age 50, according to GOBankingRates' research.