Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Social Security COLA Estimate Set at 8.6% for 2023 as Inflation Rises in May
By Ginger SzalaCPI rises to 8.6% over past 12 months, the largest since December 1981. Gasoline up 4.1% from April to May.
June 08, 2022
12 Best Cities to Raise a Family: 2022A real estate site analyzed factors like the cost of goods and child care and quality of education.
June 07, 2022
4 Steps to Figuring Out How Much Money a Client Needs to RetireRunning your clients through these steps can give them an idea of how much they need to save.
June 06, 2022
7 Inflation-Fighting Strategies for Clients in or Near RetirementCutting expenses, contributing more to retirement plans and working a bit longer can mean a more comfortable retirement.
May 31, 2022
Life-Home Care Hybrid May Help Clients Manage Long-Term Care RiskThe program uses a rider attached to a whole life policy to pay for up to 50 weeks of home care.
May 31, 2022
Clients' Medicare Premiums and Inflation: A Medicare Customer QuestionMedicare is a government program. That doesn't mean that it's free, or free from inflation.
May 27, 2022
Medicare Advantage Group Throws Weight Behind House Care Access BillThe bill has support from the AMA and could affect how easily Medicare Advantage users get physician-recommended treatment.
May 26, 2022
12 Worst States for Military Retirees: 2022WalletHub ranked the states on 29 metrics measuring their economic environment, health care and quality of life.