Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Clients' Medicare Premiums and Inflation: A Medicare Customer Question
By Bethany CissellMedicare is a government program. That doesn't mean that it's free, or free from inflation.
May 25, 2022
12 Best States for Military Retirees: 2022These states are well-suited to meeting the unique challenges of post-military life, according to WalletHub.
May 24, 2022
Here's How Much Money Americans Think They'll Need to RetireLess than a quarter of respondents in a Schroders survey said they expected to save enough to retire comfortably.
May 20, 2022
Here's How Long-Term Care Planning Is ChangingInsurers are taking one path. Caregiver support organizations are taking another.
May 18, 2022
Social Security Official Asks House for More Customer Service FundingThe SSA call center and field office crisis affects Medicare administration as well as retirement income benefits.
May 17, 2022
Cutting Medicare Age to 60 Could Add $155B to U.S. Debt Over 6 YearsThat's $3,539 in federal debt per young Medicare enrollee per year.
May 16, 2022
Medicare Advantage Plans Fill Dental Benefits Cavity: HealthScapeThe percentage that offer built-in periodontic benefits has tripled in just five years.
May 13, 2022
Analysts Say Sanders' New 'Medicare For All' Bill Could Create a Care GapOne critic says paying current Medicare rates to providers would leave 97% of new care demand unmet.