Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Get Ahead of the California AB 567 Long-Term Care Curve
By Lloyd LoftonA public state LTC program could help clients, or trap them.
April 26, 2023
Startup to Sell Life-LTC Hybrid at the WorksiteThe venture capital-backed firm has ties to Swiss Re and Allianz Life.
April 24, 2023
New HSA Bill Could Help Working Medicare EnrolleesH.R. 2769 would let employed clients over age 65 add cash to HSAs.
April 19, 2023
Biden Order Could Create Federal Long-Term Care Benefits DemandSome federal contractors are supposed to consider adding LTC support.
April 18, 2023
8 Keys to Defusing Couples' Money ConflictsMany divorced baby boomers and members of Gen X say their marriages ended because of conflicts over money.
April 18, 2023
Special Needs Plans: A Medicare Customer QuestionYou serve many different kinds of people. So do Medicare plans.
April 18, 2023
6 Ways to Help Clients Navigate LayoffsYou can make a difference in the hard times, too.
April 17, 2023
12 U.S. Cities Where the 'New $100K' Is $200K or MoreA $100,000 salary isn't enough to be financially "comfortable" in many places, SmartAsset finds.