Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Don't Punish 60 Million Medicare Beneficiaries Because of Joe Namath
By Chris OrestisProposed changes would harm consumers by creating confusion, frustration and delays during the enrollment process.
April 04, 2023
Senate Bill Could Help Protect Clients From Bad GuardiansS. 1148 would form an oversight council, support data collection and fund state advocacy programs.
April 03, 2023
12 States With the Highest Taxes in America: 2023Researchers for the list looked at taxation tied to real estate, vehicles, income, and the purchase of goods and services.
April 03, 2023
Continental General Agrees to Acquire Elevance LTCI PoliciesSecurian, AARP and PACE plan supporters also have long-term care insurance news.
March 31, 2023
Medicare Posts $85B Operating GainLong-term solvency may be in question, but 2022 revenue was up 18%.
March 29, 2023
3 Ways Advisors Can Help Clients Plan for Extended CareThese are the key considerations to keep in mind when discussing caregiving and the complex planning it entails.
March 28, 2023
Clients Face a Caregiving Crisis: LTCI InsiderAn ILTCI Conference speaker had ideas about how to improve the caregiver shortage.
March 27, 2023
The Real Secret to Retirement HappinessHere's a factor that has a dramatic effect on retiree satisfaction and longevity — and isn't tied to wealth, a recent study finds.