Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
12 Worst States for Military Retirees: 2022
By Michael S. FischerWalletHub ranked the states on 29 metrics measuring their economic environment, health care and quality of life.
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.
May 16, 2022
Medicare Advantage Plans Fill Dental Benefits Cavity: HealthScapeThe percentage that offer built-in periodontic benefits has tripled in just five years.
May 13, 2022
Analysts Say Sanders' New 'Medicare For All' Bill Could Create a Care GapOne critic says paying current Medicare rates to providers would leave 97% of new care demand unmet.
May 11, 2022
Let Us Police Bad Medicare Advantage Plan Marketing: States to CongressToday, federal law limits states to regulating solvency and licensing.
May 11, 2022
Want to Live Happily to 100? Start Planning Now, Study SuggestsEdward Jones and Age Wave studied the stages of retirement and the actions that led to higher quality of life.