Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Broker's Customers Want Others to Pay for Medicare Fix
By Allison BellMore than half of customers surveyed said they were unwilling to make sacrifices to shore up the program.
August 03, 2023
Health Ministry Plans Begin to Set Their Own RulesThey're free from ACA requirements, but the GAO found they want to curb bad practices.
August 01, 2023
Nationwide Maps Consumers' Long-Term Care Insurance ConfusionMany consumers who claim to have LTCI coverage confused it with health or disability insurance.
August 01, 2023
12 Worst States for Retirement: 2023Warm weather may be a draw, but affordability should be the biggest factor in a retiree's decision to relocate.
July 31, 2023
12 Best States for Retirement: 2023Older Americans should not rule out places not traditionally thought of as hotspots for their Golden Years, a Bankrate report says.
July 28, 2023
The Retirement Planning 'Blind Spots' Money Can't EliminateMany people assume transitioning to retirement will be simple once their finances are in order. That's a mistake.
July 27, 2023
Why the Home Care Maze Could Get SimplerChar Hu, a biophysicist, took on a really hard problem: helping families find services.
July 25, 2023
Medicare Advantage Plans Face More Budget PressureA group says Congress could save that by correcting enrollee health scores.