Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Help Clients Navigate Common Medicare Pitfalls
By Bethany CissellThe Medicare open enrollment season is a great time to help clients review their coverage.
October 11, 2024
4 Keys to Succession PlanningThe financial advice industry remains largely unprepared for exits, planned or otherwise.
October 10, 2024
Kamala Harris Proposes Medicare Home Care BenefitShe hopes to use prescription benefit savings and international tax changes to pay for the services.
October 09, 2024
11 Worst States for Medicare Drug Plan Menu CutsAny big problems in this market could affect all financial services conversations in Washington.
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.