Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
A Hidden Source of Wealth Many Retirees Overlook
By John ManganaroUnlocking home equity by relocating to a cheaper housing market can provide a significant source of retirement funding.
February 24, 2023
Part B Premiums: A Medicare Customer QuestionOne of the most confusing Medicare concerns is one of the most common Medicare concerns.
February 24, 2023
Higher-Income Medicare Enrollees Worry About Provider AccessThey are also thinking hard about which providers they can see, according to a new eHealth survey.
February 24, 2023
12 States Where College Grads Are Drinking LessThe overall level of improvement might explain why your clients still face longevity risk despite the pandemic.
February 24, 2023
6 Big Retirement Conflicts Married Couples FaceRetirement brings a raft of contentious choices, from where to live to when to claim Social Security benefits.
February 24, 2023
New Life Policy Can Protect Against Disability and Long-Term Care RiskGuardian will offer the product through an online underwriting process.
February 23, 2023
Long-Term Care Benefit Payouts Rose 7.7% in 2022The average payout per claimant rose 4.9%.
February 22, 2023
Making Hard Financial Decisions When Teens Have a Mental Health CrisisA serious mental illness diagnosis in the family can require enormous financial planning changes, Paul Peeler tells ThinkAdvisor.