Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Advisors, Retirement Health Costs and the Inflation Reduction Act
By Ron MastrogiovanniThe new law may have a big impact on your clients, who look to you to help them navigate the details of Social Security, Medicare and more.
August 15, 2022
Consumer Reps Say Advisors Need Clients' LTC Insurance Rate-Hike InfoOlder clients are getting "notices of premium increases of 100% or more" but have no one to reach out to for information.
August 10, 2022
Here's How Long the CDC Thinks Your Clients Might LiveThe new 2020 U.S. life tables show COVID-19 cut life expectancy at age 65 by 1.1 years.
August 09, 2022
Sales of Life Policies With LTC Benefits Soar: LIMRAMore than 558,000 consumers bought new life-LTC policies in 2021.
August 09, 2022
15 Best Cities for Retirees: 2022These cities are tops when it comes to factors such as health care, affordable housing, community engagement and transportation.
August 09, 2022
Amazon Could Use IRobot Deal to Roll Into Home CareLong-term care insurance providers, meanwhile, are still quiet.
August 08, 2022
7 Senate Budget Package Highlights for Retirement AdvisorsNegotiators cut but left in plenty to interest retirees, pre-retirees and the financial professionals who work with them.
August 05, 2022
12 Worst States for Living in Retirement: 2022Caring.com developed comprehensive ranking criteria for states based on 46 key metrics across five categories.