Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Avoiding Nasty Surprises in Roth IRA Conversions: A Case Study
By Marcia MantellUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.
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.
June 22, 2022
What a Nursing Home Room Really Costs Now in the 5 Most Populous StatesLincoln Financial uses the data to help advisors show clients what they're up against.
June 17, 2022
No Surprises Act May Block Some Patients' Access to Care: ProvidersOne question: What happens when surgery takes 15 minutes longer than expected?
June 17, 2022
Medicare Has Problems With Seeing Race and Ethnicity: Inspector General's OfficeThe numbers for people who identify themselves as American Indian or as an Alaska Native are especially weak, officials say.
June 14, 2022
How Older Consumers See the Medicare Plan Market NowDeft and eHealth have new numbers about what consumers are thinking.