Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Genworth Hopes to Stabilize Long-Term Care Business by 2026
By Allison BellTom McInerney, the CEO, sees long-term care insurance sales resuming by the end of this year.
February 14, 2024
For Income-Focused Investors, Now Is the Time for BondsA few years ago, dividend yields exceeded bond yields. That's no longer the case.
February 13, 2024
Social Isolation Is a Dangerous IllnessAdvisors can make older clients and those acting as caregivers aware of the need to address this problem.
February 12, 2024
10 Things Advisors Need to Know About Assisted Living FacilitiesSpending thousands of dollars a month is no guarantee that an establishment will meet clients' expectations.
February 12, 2024
10 Biggest Medicare Advantage Players: 2024Some of these companies think certain competitors are growing too quickly.
February 09, 2024
12 'Super' Stats for Super Bowl LVIIIHere are some tidbits on the big game, the fans, the bets and, of course, the ads.
February 07, 2024
The Big Retirement Question Many Advisors OverlookRetirement can be full of adventures and new experiences, but only if the right plans are in place.
February 07, 2024
Top 15 Cities Where High-Income Households Are BoomingSmartAsset researched where up-and-coming alternatives to established areas of wealth may be popping up.