Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Senate Bill Could Help Protect Clients From Bad Guardians
By Allison BellS. 1148 would form an oversight council, support data collection and fund state advocacy programs.
March 31, 2023
Medicare Posts $85B Operating GainLong-term solvency may be in question, but 2022 revenue was up 18%.
March 29, 2023
3 Ways Advisors Can Help Clients Plan for Extended CareThese are the key considerations to keep in mind when discussing caregiving and the complex planning it entails.
March 28, 2023
Clients Face a Caregiving Crisis: LTCI InsiderAn ILTCI Conference speaker had ideas about how to improve the caregiver shortage.
March 27, 2023
The Real Secret to Retirement HappinessHere's a factor that has a dramatic effect on retiree satisfaction and longevity — and isn't tied to wealth, a recent study finds.
March 27, 2023
Here's the Price Advisors Will Pay if They Don't Treat These Clients BetterMy prediction of what's next for the financial advisory business doesn't have to happen. Here's the key change that can make a difference.
March 27, 2023
H.R. 485 Could Change How Medicare Advantage Plans Allocate Some CareSupporters want to block the program from considering the quality of any years of life gained.
March 25, 2023
Older Workers and Periodic Coverage Reviews: A Medicare Customer QuestionWorkers over 65 should think regularly about their plan options.