Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
15 Most Livable Big U.S. Cities: AARP
By Michael S. FischerThe senior advocacy group scored the cities in categories like housing, neighborhood, health and opportunity.
October 27, 2023
The 10 Sickest U.S. Metro Areas: 2023Many people in these places told the government that they're in poor health.
October 26, 2023
10 Worst States for Diabetes NowMore than 10% of clients are heading toward retirement with an anvil around their neck.
October 13, 2023
Standard Medicare Part B Premium Set to Rise 5.9% in 2024That compares with a 3.2% Social Security cost-of-living adjustment.
October 12, 2023
Top 5 States for Medicare Drug Plan Agent-Broker Comp IncreasesOne sign of strong insurer interest: The index is up about 16% in the typical state.
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.