Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
10 Worst States for Diabetes Now
By Allison BellMore than 10% of clients are heading toward retirement with an anvil around their neck.
October 11, 2023
'Snowbirding' in Retirement: 10 Tax and Planning Facts to KnowOwning multiple residences comes with both potentially large benefits and important tax nuances.
October 11, 2023
Medicare Advantage vs. Original Medicare: How to Help Clients ChooseMedicare open enrollment starts Oct. 15, and retired clients have choices to make. Here's what to consider.
October 10, 2023
The Silent Discussion About Long-Term CarePortfolio strategy may be more fun, but clients need to think about this, too.
October 10, 2023
9 Surprises Americans Find in Retirement: SurveyThe evolving post-work landscape presents aspects both positive (freedom) and negative (financial vulnerability).
October 10, 2023
Insurer-Backed Bill Could Expand Access to Medicare Advantage ExtrasRep. Gus Bilirakis wants to expand access to benefits like grocery discounts and homemaker help.
September 28, 2023
Free Medicare Benefits May Not Really Be FreeMedicare Advantage plans are fishing for your clients. Watch for hidden hooks.
September 26, 2023
John Hancock to Sell Life-Long-Term Care Product Through WorksitesGolf legend Jack Nicklaus will give the launch extra lift.