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 Most Important Retirement Planning Milestones at 8 Different Ages
By John ManganaroThe road to and through retirement begins in one's 20s and lasts, ideally, into one's 80s or 90s.
February 02, 2023
Inflation Reduction Act Provision to Cap Medicare Drug Plan Increases at 6%CMS hopes to hold Medicare Advantage plan issuers' 2024 revenue increase to 1.03%.
February 01, 2023
Fight to Rename 'Medicare Advantage' Gets New PushRep. Mark Pocan, D-Wis., and two House colleagues are promoting the position that "only Medicare is Medicare."
February 01, 2023
GAO Digs Into Medicare Advantage Plans' Supplemental Benefits OfferingsThe majority of plans offer some dental and vision benefits, and some have added a smidge of home care.
January 31, 2023
Feds to Cut Medicare Advantage Plan Pay Over Health Score CreepFederal clawbacks of what CMS believes to be excess payments could start at $13 million this year and rise to $479 million in 2025.
January 31, 2023
Bill Could Help Clients With Breast Cancer Get Quick Medicare AccessThe version of the bill on the agenda is similar to care access bills introduced in previous congresses.
January 27, 2023
15 Best States for Retirement: 2023These states boast reasonable living costs along with good quality of life and health care, WalletHub finds.
January 27, 2023
How to Connect With People, Not Just Their MoneyYour clients could need financial guidance through dozens of life events, Advisor Insights president Mitch Anthony tells ThinkAdvisor.