Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
6 Truths about Medicare Supplement Insurance Plans
By Fred RothFor some clients, Medicare Advantage plans could work. For others, there's an alternative.
June 02, 2023
12 Most Affordable Big Cities to Buy a Home: 2023WalletHub ranked 300 U.S. cities using factors like home prices, taxes and vacancy rates.
May 26, 2023
Why One Independent Advisor Avoids a Niche ApproachWorking with a diverse set of clients from a demographic and wealth perspective keeps it all feeling fresh, says advisor Hiram Arnaud.
May 25, 2023
The New Medicare Advantage Prior Authorization Rules: A Medicare Customer QuestionA change that vexed the issuers could make the plans more popular with clients.
May 25, 2023
When Spending Too Little Is the Biggest Retirement 'Risk'Going broke in retirement is obviously a bad outcome, but so is chronic underspending, CPA Mike Piper says.
May 24, 2023
12 Worst States for Military Retirees: 2023Adjusting to civilian life can be difficult enough, but it's even harder in these states, according to WalletHub.
May 24, 2023
Staying Alive in America: Bachelor's Degree PreferredThe mortality gap between the education haves and have-nots is getting a lot bigger.
May 24, 2023
How to Use Medicare Planning to Strengthen Client RelationshipsIf you don't help your clients navigate Medicare, they'll find someone who will, Caribou CEO Christine Simone warns.