Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
The High Cost of Waiting to Plan for Long-Term Care
By Margie BarriePeople in their 40s tend not to think much about this topic, but they should.
February 27, 2023
Quiz: Can You Name That Trust?Step right up and put your knowledge of estate planning to the test.
February 24, 2023
6 Big Retirement Conflicts Married Couples FaceRetirement brings a raft of contentious choices, from where to live to when to claim Social Security benefits.
February 24, 2023
Part B Premiums: A Medicare Customer QuestionOne of the most confusing Medicare concerns is one of the most common Medicare concerns.
February 24, 2023
Higher-Income Medicare Enrollees Worry About Provider AccessThey are also thinking hard about which providers they can see, according to a new eHealth survey.
February 24, 2023
12 States Where College Grads Are Drinking LessThe overall level of improvement might explain why your clients still face longevity risk despite the pandemic.
February 24, 2023
New Life Policy Can Protect Against Disability and Long-Term Care RiskGuardian will offer the product through an online underwriting process.
February 23, 2023
Long-Term Care Benefit Payouts Rose 7.7% in 2022The average payout per claimant rose 4.9%.