Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Nationwide Maps Consumers' Long-Term Care Insurance Confusion
By Allison BellMany consumers who claim to have LTCI coverage confused it with health or disability insurance.
July 28, 2023
The Retirement Planning 'Blind Spots' Money Can't EliminateMany people assume transitioning to retirement will be simple once their finances are in order. That's a mistake.
July 27, 2023
Why the Home Care Maze Could Get SimplerChar Hu, a biophysicist, took on a really hard problem: helping families find services.
July 25, 2023
Medicare Advantage Plans Face More Budget PressureA group says Congress could save that by correcting enrollee health scores.
July 18, 2023
12 Worst U.S. Cities for Financial StressAmericans are more stressed about inflation than they are about crime, according to a recent survey.
July 17, 2023
12 Worst States for Out-of-Pocket Medicare Drug CostsIn one state, patients' average share of the total is more than $600 per year.
July 17, 2023
8 Best Retirement Moves of 2023: Advisors' AdviceStaying the course does not mean passing up opportunities that present themselves.
July 05, 2023
11 Most Livable Cities in the World: 2023The Economist Intelligence Unit's global livability index, scoring more than 170 cities, hit a 15-year high.