Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Here's Why Extended Care Planning Remains Critical for Women
By Wendy McCulloughIf they're in their 40s, 50s and 60s, and they haven't thought about this, why not?
April 01, 2024
20 Hottest Luxury Real Estate Markets: 2024One in five ultra-wealthy individuals plan to invest in real estate this year, according to Knight Frank.
April 01, 2024
We Can't Make Nurses Out of Thin AirThanks to a deep-rooted nurse shortage, ensuring older people get appropriate long-term care is getting harder.
April 01, 2024
How to Find the Right Asset Allocation for Your Retiring ClientTo plan for your client's unique needs, here's what to consider.
March 28, 2024
The Long-Term Care Planners' Club MeetingAn LTCI insider went inside, in San Diego. Here's what she saw.
March 26, 2024
It's Late, You're Tired, and All You See Are No Vacancy SignsA long-term care planner warns of the spread of nursing home deserts.
March 26, 2024
Why the New Old Age Could Be DifferentInsurers fought tuberculosis, then smoking. Now, they're gunning for dementia and frailty.
March 20, 2024
The Rules for Medigap Before Age 65, in 12 StatesThe rules for clients who become eligible for traditional Medicare before age 65 can be complicated.