Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Medicare's Top Actuary: COVID-19 Sped Up the Deaths of High-Cost Enrollees
By Allison BellThat factor has reduced Medicare spending and improved the program's finances.
May 16, 2023
Mike Sizemore Learned, the Hard Way, How Disability Insurance WorksHe once wondered whether he should pay $8 per month for coverage. Then, he used the coverage.
May 12, 2023
Prepare Clients for the Cost of Long-Term CareIf you already do this, great. If not, why not?
May 12, 2023
Help Clients Feel Confident Every Single Year of RetirementA Northwestern Mutual executive looks at a need many advisors overlook.
May 11, 2023
Affordable Strategies for Extended Care FundingSome clients could need expensive care for periods that aren't all that long.
May 10, 2023
Federal Panel Hears Medicare Dementia Benefits Overhaul PlanMedicare could end up using a UCLA program as a model.
May 09, 2023
LTCI Insider: Dinner Through New EyesFPA event organizers gave a columnist a new perspective on financial services.
May 09, 2023
Top 7 Prosperous, Yet Affordable, U.S. CitiesThese cities boast affordable housing and healthy, growing job markets.