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 Big Retirement Question Many Advisors Overlook
By John ManganaroRetirement can be full of adventures and new experiences, but only if the right plans are in place.
February 06, 2024
9 Ways to Connect With the Wealthy Without Being PushyHow can you interact in wealthy circles without looking like you are trying too hard?
February 01, 2024
Medicare Advantage Managers Start 2025 Rate-Setting ProcessAverage plan revenue per enrollee could grow faster next year.
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.