Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
FP Alpha Adds Automation Features to Estate Lab Platform
By John ManganaroThe updates are timely in light of upcoming tax changes, CEO Andrew Altfest says.
September 06, 2024
Top 12 States Where Wealthy Millennials Are MovingWhen they relocate for job opportunities and other reasons, they take their economic clout with them.
September 05, 2024
Best & Worst Medicare Advantage Plans in 5 States: J.D. Power, 2024Enrollees' satisfaction with their plans held tight this year, but big changes are expected for 2025.
September 04, 2024
12 Best Cities for Retirement: 2024The personal finance website ranked 182 cities based on affordability, activities, quality of life and health care.
September 03, 2024
NAIFA to Lobby Against Medicare Plan Commission CutsThe advisor group's CEO says comp decisions will hurt beneficiaries' access to assistance.
August 30, 2024
Medicare Part D Changes Raise Questions for Working ClientsFor some, sticking with employer coverage only past age 65 could lead to lifetime penalties.
August 30, 2024
12 Hardest-Working States in America: 2024In honor of the holiday, Wallethub analyzed the state of labor, including hours worked and unused vacation days.
August 29, 2024
Medicare Agents Face Signs of GloomCVS Health's Aetna unit pruned its drug plans. WellCare says it will stop paying drug plan commissions. What's next?