Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Pandemic Retirees Head Back to Work
By Michael SassoSome older Americans may be concerned about the drop in housing values, compounded by higher interest rates and inflation.
June 20, 2023
Clients Tilt Toward Pre-Need Plans for End-of-Life ProtectionSales of final expense life insurance fell.
June 16, 2023
15 Most Livable Small and Midsize CitiesLivability analyzed about 100 data points on more than 2,000 cities with 75,000 to 500,000 residents.
June 08, 2023
6 Truths about Medicare Supplement Insurance PlansFor some clients, Medicare Advantage plans could work. For others, there's an alternative.
June 08, 2023
New York Regrets How It Regulated Long-Term Care Insurance RatesOfficials say they want to keep the issuers solvent and revive the LTCI market.
June 08, 2023
Travel Outranks the Kids on Gen X Retirement Planning Priority ListSupport for parents ranks (far) below "I haven't thought about retirement expenses yet."
June 02, 2023
12 Most Affordable Big Cities to Buy a Home: 2023WalletHub ranked 300 U.S. cities using factors like home prices, taxes and vacancy rates.
May 26, 2023
Why One Independent Advisor Avoids a Niche ApproachWorking with a diverse set of clients from a demographic and wealth perspective keeps it all feeling fresh, says advisor Hiram Arnaud.