Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
10 Biggest Medicare Advantage Players: 2024
By Allison BellSome of these companies think certain competitors are growing too quickly.
February 07, 2024
Top 15 Cities Where High-Income Households Are BoomingSmartAsset researched where up-and-coming alternatives to established areas of wealth may be popping up.
February 06, 2024
Great Recession Saved Lives: ResearchA working paper found that 4% of 55-year-olds gained an extra year of life.
February 06, 2024
9 Ways to Connect With the Wealthy Without Being PushyHow can you interact in wealthy circles without looking like you are trying too hard?
February 01, 2024
Medicare Advantage Managers Start 2025 Rate-Setting ProcessAverage plan revenue per enrollee could grow faster next year.
January 31, 2024
Foundation for Financial Planning Announces 20 Grantees for 2024Pro bono clients served by the recipients' programs include families affected by cancer and domestic violence survivors.
January 31, 2024
Medicare Reconstructive and Cosmetic Surgery BenefitsThe program will pay for some procedures that may affect a client's appearance.
January 29, 2024
When a Long-Term Care Insurance Insider Is the CaregiverThe author is seeing firsthand how preparing for the unthinkable helps.