Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
7 Inflation-Fighting Strategies for Clients in or Near Retirement
By Roger WohlnerCutting expenses, contributing more to retirement plans and working a bit longer can mean a more comfortable retirement.
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.
May 25, 2022
12 Best States for Military Retirees: 2022These states are well-suited to meeting the unique challenges of post-military life, according to WalletHub.
May 24, 2022
Here's How Much Money Americans Think They'll Need to RetireLess than a quarter of respondents in a Schroders survey said they expected to save enough to retire comfortably.
May 20, 2022
Here's How Long-Term Care Planning Is ChangingInsurers are taking one path. Caregiver support organizations are taking another.
May 18, 2022
Social Security Official Asks House for More Customer Service FundingThe SSA call center and field office crisis affects Medicare administration as well as retirement income benefits.
May 17, 2022
Cutting Medicare Age to 60 Could Add $155B to U.S. Debt Over 6 YearsThat's $3,539 in federal debt per young Medicare enrollee per year.