Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Medicare Has Problems With Seeing Race and Ethnicity: Inspector General's Office
By Allison BellThe numbers for people who identify themselves as American Indian or as an Alaska Native are especially weak, officials say.
June 10, 2022
Social Security COLA Estimate Set at 8.6% for 2023 as Inflation Rises in MayCPI rises to 8.6% over past 12 months, the largest since December 1981. Gasoline up 4.1% from April to May.
June 09, 2022
Bankers Life Unveils Medicare Supplement Plan FamilyThe policies offer the kind of flexible coverage affluent clients may prefer.
June 08, 2022
4 Ideas for Boosting Social Security, Medicare SolvencyOn a webinar led by the Committee for a Responsible Federal Budget, policy analysts shared their thoughts.
June 08, 2022
12 Best Cities to Raise a Family: 2022A real estate site analyzed factors like the cost of goods and child care and quality of education.
June 07, 2022
4 Steps to Figuring Out How Much Money a Client Needs to RetireRunning your clients through these steps can give them an idea of how much they need to save.
June 06, 2022
7 Inflation-Fighting Strategies for Clients in or Near RetirementCutting expenses, contributing more to retirement plans and working a bit longer can mean a more comfortable retirement.
May 31, 2022
Life-Home Care Hybrid May Help Clients Manage Long-Term Care RiskThe program uses a rider attached to a whole life policy to pay for up to 50 weeks of home care.