Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
A Long-Term Care Planner's Confession
By Margie BarrieAn LTCI veteran looks at why some clients still receive care outside their homes.
November 18, 2024
Optimizing Medicare DecisionsEnrolling in the right coverage is complicated. You can help.
November 11, 2024
Medicare Part B Premium to Climb 5.9% in 2025That compares with a Social Security cost-of-living adjustment of just 2.5%.
November 08, 2024
12 Best Cities for Veterans to Live: 2024The top locations prioritize education, employment, health care and entertainment, according to WalletHub.
November 07, 2024
Cetera Financial Group CEO to RetireAdam Antoniades will remain a board member but is passing the leadership baton to Mike Durbin at year-end.
November 07, 2024
Genworth Begins to File New Long-Term Care Insurance PolicyTom McInerney, the insurer's CEO, hopes to be selling the LTCI product in at least 25 states next year.
November 06, 2024
12 Most Livable Midsize U.S. Cities: 2024AARP looked at areas with a population of between 25,000 and 99,999 individuals, including some near the water.
November 04, 2024
Unhappy Medicare Plan Issuers Zero Out Agent CommissionsOne veteran agent estimated the sudden shift has affected more than 35% of his Medicare plan clients.