Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Aetna May Let Medicare Plan Enrollment Fall 10% in 2025
By Allison BellOlder clients may see their plans getting a lot leaner this fall.
July 30, 2024
How Medicare Can Make Summer HealthierOne way to connect with older clients is to tell them about benefits that are right for the season.
July 26, 2024
12 Most Expensive Retirement TownsThese locales have large senior populations, but housing, groceries, health care, transportation and utilities can be pricey.
July 24, 2024
The Hard Truth About Exiting the WorkforceWe all like to imagine leaving the job on our own terms, but that's far from a guarantee.
July 24, 2024
As Retirement Approaches, Gen X Workers Are WorriedMore are reporting that they have pushed back the date they plan leave the workforce.
July 24, 2024
15 Most Expensive Cities for a High-End LifestyleJulius Baer tracked 12 consumer goods and eight services to gauge the cost of "living well."
July 22, 2024
10 Most Affordable Beach Towns for RetireesRealtor.com picked these coastal towns based on housing prices and popularity with residents 55 and older.
July 18, 2024
Most Americans Think There's a 'Retirement Crisis' — But Not for ThemselvesIn a new survey, many said the U.S. was facing a crisis while also feeling OK about their own situations.