Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
5 Things Advisors Get Wrong About Childfree Clients
By John ManganaroFinancial advisors often unintentionally offend these clients, says Childfree Wealth founder Jay Zigmont.
September 30, 2022
Fidelity Exec Expects Medicare Issuers to Keep Emergency Benefits in PlaceHarold Stankard also sees plenty of $0 premium plans, and more dental benefits.
September 28, 2022
How the Inflation Reduction Act Affects Medicare Patients: A Medicare Customer QuestionOne provision, a $35-per-month cap on insulin costs, will take effect next year.
September 27, 2022
Medicare Part B Premium to Fall 3.1% in 2023This will be just the third time since Medicare was enacted in 1965 that premiums will decrease, an analyst says.
September 27, 2022
Lawmakers Try Again on Medicare End-of-Life Planning BenefitS. 4873 would let Medicare pay social workers, but not financial planners, for care planning services.
September 26, 2022
Medicare Plan Brokerages Have a 'Churn Problem': Corey MetzmanA web broker's COO sees Medicare advice as an important part of holistic planning.
September 23, 2022
What You Think and What Retirement Clients Want Are DifferentTwo Retirement Income Institute fellows have looked at the survey data and found gaps.
September 19, 2022
Medicare Open Enrollment: A Checklist for Advisors and ClientsNow is the time to touch base with clients to help ensure that they have the best coverage at the lowest cost.