Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Here's Why Consumers Accept Hikes in Long-Term Care Insurance Rates
By Allison BellStudy participants were willing to pay more if they felt well-informed and in control of the process.
August 15, 2024
Vanilla Estate Planning Platform Wins Backing From Edward JonesVanilla aims to use the funding to expand its platform, including embedded AI capabilities.
August 13, 2024
12 Most Livable States: 2024WalletHub ranked the states on factors like affordabilty, safety and quality of life.
August 12, 2024
12 Worst States for Health Care: 2024These states are weak in critical areas like affordability, giving clients easy access to a range of doctors and insurance options, and outcomes.
August 12, 2024
House Bill Could Create an Unlimited LTCI Premium DeductionTo fund this tax reform, the bill would repeal some tax incentives tied to less polluting, more efficient energy use.
August 09, 2024
Here's How Much Retiring Clients Can Expect to Pay for Health Care: FidelityThe number, up 4.8% from 2023, is a chance to get clients thinking about Medicare enrollment.
August 08, 2024
12 Best States for Health Care: 2024Here are the best places to find affordable, high-quality care, according to WalletHub.
August 08, 2024
Aetna May Let Medicare Plan Enrollment Fall 10% in 2025Older clients may see their plans getting a lot leaner this fall.