Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
GAO Digs Into Medicare Advantage Plans' Supplemental Benefits Offerings
By Allison BellThe majority of plans offer some dental and vision benefits, and some have added a smidge of home care.
January 27, 2023
15 Best States for Retirement: 2023These states boast reasonable living costs along with good quality of life and health care, WalletHub finds.
January 27, 2023
How to Connect With People, Not Just Their MoneyYour clients could need financial guidance through dozens of life events, Advisor Insights president Mitch Anthony tells ThinkAdvisor.
January 24, 2023
Health Insurance Giant to Acquire Louisiana BlueThe Elevance deal could expand Medicare options for clients in New Orleans.
January 24, 2023
'Boomerang' Children Don't Derail Parents' Retirement: New StudyNew research shows negligible long-term financial impact when adult children temporarily move back home.
January 23, 2023
What 'Safe Withdrawal' Rates Really Mean (and Don't Mean): Christine BenzResearchers say "safe withdrawal" research remains useful, but it is also very easy to misinterpret.
January 23, 2023
Secure 2.0 Act RMD Rules Open New IRA Planning WindowTraditional and Roth IRAs can now be coordinated in some very powerful ways, but careful planning is needed.
January 19, 2023
10 Cheapest Countries to Retire Abroad: 2023Some of the countries on this list from International Living may surprise you.