Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Medicare Posts $12B Loss for 2023
By Allison BellIn 2048, the program might have to cut inpatient benefits to 81% of what was promised.
April 30, 2024
15 Most Expensive States for Nursing Home Care: 2024Genworth found average costs rose 4%. Home health aides? You don't want to know.
April 23, 2024
10 States With the Most Income Tax WriteoffsTaxpayers with expenses like mortgage interest can often write off far more than the standard deduction.
April 22, 2024
How Unexpected Events Affect Charity Donors' Giving: Vanguard CharitableOn average, 15% of donor-advised fund giving is in response to an unforseen event, research finds.
April 20, 2024
Here's Why Extended Care Planning Remains Critical for WomenIf they're in their 40s, 50s and 60s, and they haven't thought about this, why not?
April 15, 2024
12 Most Dynamic U.S. Metro Areas: 2024The metro that topped last year's ranking has plunged to No. 29.
April 09, 2024
MassMutual to Offer Free Gene Readings to More InsuredsSears Merritt, a company executive, hopes the DNA results will help people take care of themselves.
April 01, 2024
20 Hottest Luxury Real Estate Markets: 2024One in five ultra-wealthy individuals plan to invest in real estate this year, according to Knight Frank.