Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Peter Mallouk: High Inflation 'Favors Wealthy,' 'Is Very Bad for America'
By Jeff BermanThe Creative Planning CEO also explains how advisors can help retired clients making less than $300,000 a year today.
March 24, 2022
5 Republican Senator Ideas for Supporting Home CareLawmakers discussed beefing up Medicaid home care benefits and caregiver pay at a Senate Special Committee hearing.
March 23, 2022
Is 'Unretirement' the Answer to the Labor Shortage?Some research shows that year-over-year return rates of retirees going back to work is under 5% of those over age 62.
March 23, 2022
Centene Names Venture Capital Veteran CEOMichael Neidorff will continue to be the chairman but pass the CEO title on to Sarah London.
March 23, 2022
COVID-19 and Long-Term Care Insurance OperationsThe effects of the pandemic are still with us.
March 23, 2022
Time Is on Group Long-Term Care Insurance Sellers' SideThese days, the average age of a typical employer group is over 45.
March 22, 2022
How to Grease the Long-Term Care Planning GearsSomehow, we have to get this wheel turning.
March 22, 2022
6 New Long-Term Care Insurance Bills in Play NowLTC insurers paid out $12.3 billion in claims in '21 — a big jump from prior years, according to the American Association for Long-Term Care Insurance.