Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
4 Keys to Succession Planning
By Jeff BuchheisterThe financial advice industry remains largely unprepared for exits, planned or otherwise.
October 08, 2024
5 Costliest U.S. Hurricanes Since 1900The biggest economic hit comes from a quiet, long-term increase in mortality, a researcher contends.
October 08, 2024
Prevention Is the Best Long-term Care Planning StrategyInsurers, and insurtech firms, want to help your clients stay in their own homes longer.
October 03, 2024
Regulators Eye Rules for 600% Long-Term Care Insurance Rate IncreasesInsurers point to block solvency. Texas is talking about fairness to policyholders.
October 01, 2024
15 Most Affordable U.S. Metro Areas: 2025Clever Real Estate ranked 100 metro areas on factors like taxes and percentage of income spent on housing.
September 30, 2024
Medicare-Eligible Workers Face a DilemmaFor some, choosing between Medicare and employer coverage may be difficult.
September 30, 2024
Pre-Retirees and Retirees Prioritize Charitable Giving: SurveyRetirees tend to donate first, then volunteer, while pre-retirees do both in equal measure, Fidelity Charitable found.
September 27, 2024
Please Help Us With the Medicare Plan Mess, State Regulators Ask CMSEnrollees are getting plan change notices and flooding state officials with questions.