Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
How 4 Generations Think Differently About Retirement
By Ed McCarthyBoomers, Gen X, millennials and Gen Z share many of the same dreams for retirement, but they're haunted by different fears.
October 25, 2022
Falling Medicare Costs and a Big Social Security COLA? Don't Get Too ExcitedThe author sees 2023 as an outlier, and an opportunity.
October 25, 2022
Marketplace or Medicare: Should You Go or Should You Stay?Insurance veterans look at the clients' decisionmaking process.
October 20, 2022
Jeffrey Levine: 7 Things to Know About Sequence of Returns RiskConfronting this risk requires advanced planning and, potentially, reductions in retiree spending and lifestyle expectations.
October 20, 2022
Insurance Giant Sees Strong Medicare Plan Selling SeasonElevance hopes to appeal to your clients with home support benefits and prepaid grocery cards
October 19, 2022
12 Estate and Retirement Planning Questions for Blended FamiliesRemarriage raises important questions on Social Security and other retirement accounts, estate and gift taxes, and trusts.
October 18, 2022
A Simple Solution for Retirees in Bear MarketsSimple? Yes. Easy? Not always. Cheaper than your clients might think? Likely.
October 17, 2022
House Democrat Aims to Rename 'Medicare Advantage'Rep. Mark Pocan filed H.R. 9187, which would block the program from calling itself "Medicare."