Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
New HSA Bill Could Help Working Medicare Enrollees
By Allison BellH.R. 2769 would let employed clients over age 65 add cash to HSAs.
April 18, 2023
8 Keys to Defusing Couples' Money ConflictsMany divorced baby boomers and members of Gen X say their marriages ended because of conflicts over money.
April 18, 2023
6 Ways to Help Clients Navigate LayoffsYou can make a difference in the hard times, too.
April 17, 2023
12 U.S. Cities Where the 'New $100K' Is $200K or MoreA $100,000 salary isn't enough to be financially "comfortable" in many places, SmartAsset finds.
April 13, 2023
12 Top Medicare Bills in Congress NowSome could have a direct effect on the medical bills of your clients over the next few years.
April 13, 2023
Health Insurers Post High Medigap Enrollee Satisfaction FiguresOne private broker says that customer satisfaction levels with their Medigap policies and Medicare Advantage plans were similar.
April 13, 2023
Florida Man Sold Medicare Enrollee ID Numbers for 12 Cents EachThe data broker was sentenced to 41 months in prison. The BIN suppliers may still be in business.
April 11, 2023
Regulators Fear Some All-Inclusive Medicare Plans Skimp on Specialty CareNew final regulations for 2024 list the types of specialists that PACE plans must offer.