Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Part B Premiums: A Medicare Customer Question
By Bethany CissellOne of the most confusing Medicare concerns is one of the most common Medicare concerns.
February 24, 2023
New Life Policy Can Protect Against Disability and Long-Term Care RiskGuardian will offer the product through an online underwriting process.
February 23, 2023
Long-Term Care Benefit Payouts Rose 7.7% in 2022The average payout per claimant rose 4.9%.
February 22, 2023
Making Hard Financial Decisions When Teens Have a Mental Health CrisisA serious mental illness diagnosis in the family can require enormous financial planning changes, Paul Peeler tells ThinkAdvisor.
February 21, 2023
Washington State's LTC Mandate Temporarily Reshaped Life Sales: MIBGenworth, ILTCI and neurologists also have long-term care market news.
February 16, 2023
15 Safest Cities in America: 2023Many of the safest cities are relatively affordable to live in, according to SmartAsset.
February 14, 2023
15 Most Educated States in AmericaAs WalletHub notes, education tends to go hand in hand with economic success.
February 14, 2023
How to Help Clients Mentally Prepare for Retirement: Advisors' AdviceSkilled advisors know that getting the financial picture in order is only part of the retirement planning equation.