Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Insurance Administrator Acquires Key Long-Term Care Program Manager
By Allison BellLTCG administers about 1.6 million of the long-term care insurance policies still in force.
April 05, 2022
5 Tips for Successfully Passing Down WealthClients should educate children early on value of money and include them in financial planning discussions.
April 01, 2022
House Passes Insulin Cost-Sharing BillH.R. 6833, the Affordable Insulin Now bill, would cap an insured patient's copay at $35 per month.
March 31, 2022
9 U.S. Health Spending Projections We All Should KnowThese numbers are shaping the economy, both for retirees and for everyone else.
March 30, 2022
New FATCA Reporting Rules May Hit Visitors' U.S. AnnuitiesThe budget proposal could also trip up visitors who want U.S. cash-value life insurance.
March 28, 2022
Top 10 Takeaways on Americans' Financial Insecurity Today: TIAASix of 10 investors polled felt stressed about their finances, and a quarter were experiencing a great deal of stress.
March 25, 2022
Peter Mallouk: High Inflation 'Favors Wealthy,' 'Is Very Bad for America'The Creative Planning CEO also explains how advisors can help retired clients making less than $300,000 a year today.
March 24, 2022
Where Long-Term Care Insurance Is HeadingThe future of long-term care may involve less use of care.