Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
12 Estate and Retirement Planning Questions for Blended Families
By Emily HolbrookRemarriage raises important questions on Social Security and other retirement accounts, estate and gift taxes, and trusts.
October 14, 2022
Medicare Advantage Market Still Looks Great: UnitedHealth ExecutivesA small player cut back. A giant is getting ready to grow.
October 14, 2022
Google Sees Strong Shopper Interest in Medicare Advantage PlansThis could be a good year for Medicare plan sales.
October 13, 2022
The Baby Boomers and MedicareIn less than eight years, all U.S. baby boomers will be at least 65.
October 12, 2022
Joe Duran: What Investors Need From Financial Planners During Tough TimesInvestors are seeking "financial clarity and control," the Goldman Sachs Personal Financial Management head says.
October 11, 2022
Research Centers Post Long-Term Care Policy PapersOne man wants the government to butt out. A think tank wants to expand the government's PACE program.
October 10, 2022
The 10 Sickest U.S. Metro AreasIn these places, poor health may weigh on clients' and prospects' finances.
October 06, 2022
A New Paper Says Young People Shouldn't Save for Retirement. Advisors Disagree.A paper in the Journal of Portfolio Management Research takes a contrarian view on retirement savings.