Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Clients Might Get to Tap Retirement Plan Assets for Home Modifications
By Allison BellClients could use up to $30,000 in tax-free retirement plan distributions to make homes safer or more accessible.
July 05, 2022
6 Steps to Help Clients Plan for an Early RetirementIdentifying a client's goals, income sources and anticipated expenses is essential to developing a financial plan.
June 30, 2022
Avoiding Nasty Surprises in Roth IRA Conversions: A Case StudyUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.
June 29, 2022
What Medicare Parts A and B Leave Out: A Medicare Customer QuestionBoth programs expose clients to many coverage holes.
June 29, 2022
'Mom' Factor Helps Medicare Advantage Plans at House HearingMany lawmakers talked about how much their constituents, or their own parents, like the program.
June 28, 2022
Weak Care Access Plagues Some Dying Medicare Plan Enrollees: GAOIs your client in a plan with a misleading provider directory?
June 24, 2022
Warn Clients About Long-Term Care Costs Early: Jeff BeligottiThe New York Life executive predicts typical older clients will spend more than $100,000 on care.
June 23, 2022
Many Retirees Wish They'd Planned, Saved Earlier: EBRI SurveyRetirees with a financial advisor, a financial plan and more assets were less likely to regret their previous financial decisions.