Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Marketplace or Medicare: Should You Go or Should You Stay?
By Lynn Lewis and Lloyd LoftonInsurance veterans look at the clients' decisionmaking process.
October 19, 2022
12 Estate and Retirement Planning Questions for Blended FamiliesRemarriage raises important questions on Social Security and other retirement accounts, estate and gift taxes, and trusts.
October 18, 2022
A Simple Solution for Retirees in Bear MarketsSimple? Yes. Easy? Not always. Cheaper than your clients might think? Likely.
October 17, 2022
House Democrat Aims to Rename 'Medicare Advantage'Rep. Mark Pocan filed H.R. 9187, which would block the program from calling itself "Medicare."
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.