Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Vanilla Estate Planning Platform Wins Backing From Edward Jones
By John ManganaroVanilla aims to use the funding to expand its platform, including embedded AI capabilities.
August 12, 2024
House Bill Could Create an Unlimited LTCI Premium DeductionTo fund this tax reform, the bill would repeal some tax incentives tied to less polluting, more efficient energy use.
August 09, 2024
Here's How Much Retiring Clients Can Expect to Pay for Health Care: FidelityThe number, up 4.8% from 2023, is a chance to get clients thinking about Medicare enrollment.
August 08, 2024
12 Best States for Health Care: 2024Here are the best places to find affordable, high-quality care, according to WalletHub.
August 08, 2024
Aetna May Let Medicare Plan Enrollment Fall 10% in 2025Older clients may see their plans getting a lot leaner this fall.
August 06, 2024
Only a Quarter of Americans Expect to Leave an InheritanceMeanwhile, about 32% of millennials and 38% of Gen Zers expect to receive an inheritance, Northwestern Mutual found.
August 01, 2024
15 Best Value Private Colleges: Princeton Review, 2024The rankings take into account academics, costs, student debt, career services and graduation rates.
July 30, 2024
How Medicare Can Make Summer HealthierOne way to connect with older clients is to tell them about benefits that are right for the season.