Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Great Recession Saved Lives: Research
By Allison BellA working paper found that 4% of 55-year-olds gained an extra year of life.
January 31, 2024
Foundation for Financial Planning Announces 20 Grantees for 2024Pro bono clients served by the recipients' programs include families affected by cancer and domestic violence survivors.
January 31, 2024
Medicare Reconstructive and Cosmetic Surgery BenefitsThe program will pay for some procedures that may affect a client's appearance.
January 29, 2024
When a Long-Term Care Insurance Insider Is the CaregiverThe author is seeing firsthand how preparing for the unthinkable helps.
January 29, 2024
10 Best Countries for Retiring Abroad: 2024International Living's index looked at seven factors and relied on correspondents' opinions and real-life experiences.
January 26, 2024
Medicare Advantage May Face Big Plan Cuts, Price Hikes in 2025Elevance is warning about aggressive pricing, and Humana says care costs are sky high.
January 24, 2024
Senator Probes Medicare Plan Distributors on Marketing TacticsSen. Ron Wyden, the finance chair, wants to know how much leads cost and how users vet them.
January 23, 2024
Medicare Enrollees With Drug-Plan Problems Get a Do-OverClients unhappy with their coverage might not know they can switch plans right now, eHealth's Bob Rees says.