Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Health Insurance Giant to Acquire Louisiana Blue
By Allison BellThe Elevance deal could expand Medicare options for clients in New Orleans.
January 23, 2023
Secure 2.0 Act RMD Rules Open New IRA Planning WindowTraditional and Roth IRAs can now be coordinated in some very powerful ways, but careful planning is needed.
January 19, 2023
10 Cheapest Countries to Retire Abroad: 2023Some of the countries on this list from International Living may surprise you.
January 17, 2023
Top 5 States for Long-Term Care Planning IncreasesEven without Washington state, the number of clients who did something increased 13%.
January 17, 2023
Long-Term Care Group Head Yawns at Secure 2.0 LTC ProvisionJesse Slome says the impact of a new tax break will be insignificant.
January 12, 2023
15 Best Business Jobs in 2023Financial advisor made U.S. News' list of jobs with good salaries, low unemployment rates and high expected growth.
January 12, 2023
Modern Portfolio Theory Is Not for Retirement Income Planning: New PaperMaximizing risk-adjusted returns is not the top priority for most retirees, Wade Pfau and Alex Murguia write.
January 12, 2023
Lawmakers Introduce Bipartisan Medicare Hearing Aid Benefits BillH.R. 244, sponsored by Rep. Debbie Dingell, could also add original Medicare coverage for routine hearing exams.