Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Top 5 States for Long-Term Care Planning Increases
By Allison BellEven without Washington state, the number of clients who did something increased 13%.
January 12, 2023
Modern Portfolio Theory Is Not for Retirement Income Planning: New PaperMaximizing risk-adjusted returns is not the top priority for most retirees, Wade Pfau and Alex Murguia write.
January 12, 2023
Lawmakers Introduce Bipartisan Medicare Hearing Aid Benefits BillH.R. 244, sponsored by Rep. Debbie Dingell, could also add original Medicare coverage for routine hearing exams.
January 11, 2023
Will Secure 2.0 Increase Long-Term Care Insurance Sales?One provision in the law will allow people to tap individual retirement accounts or 401(k) plans to pay for LTCI coverage.
January 05, 2023
California to Reality-Check $144K Public Long-Term Care Benefits PackageThe proposed LTC program could pay for care both inside and outside Of the state.
January 05, 2023
16 Best Countries for Retirement Abroad: 2023International Living gathered data on factors like costs, climate and health care from its on-the-ground contributors.
January 05, 2023
Iowa Tops the List for Low-Cost Medicare Supplement CoverageMonthly premiums for the least expensive Plan G policies available to that woman range from $78,65, in Iowa up to $278.25, in New York.
January 03, 2023
12 States Where $1M Goes Fastest in RetirementRetirees might think $1 million sounds like a lot, but it might not be enough in these states.