Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
The Perils of Self-Funding Long-Term Care
By Margie BarrieWhy cross market risk with a form of health risk that may require immediate liquidity?
May 09, 2024
World's Top 15 Cities for Millionaires: 2024The number of millionaires in New York rose 48% in a decade; in Beijing, it nearly doubled.
May 07, 2024
Medicare Posts $12B Loss for 2023In 2048, the program might have to cut inpatient benefits to 81% of what was promised.
May 06, 2024
15 Cheapest States for Nursing Home Care: 2024The average annual cost is under six figures in only a dozen states, Genworth's Cost of Care Survey finds.
May 03, 2024
Genworth's CEO Aims for 2025 Long-Term Care Insurance LaunchTom McInerney, the CEO, worries about some current issuers' prices.
April 30, 2024
15 Most Expensive States for Nursing Home Care: 2024Genworth found average costs rose 4%. Home health aides? You don't want to know.
April 23, 2024
10 States With the Most Income Tax WriteoffsTaxpayers with expenses like mortgage interest can often write off far more than the standard deduction.
April 22, 2024
How Unexpected Events Affect Charity Donors' Giving: Vanguard CharitableOn average, 15% of donor-advised fund giving is in response to an unforseen event, research finds.