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 Medicare Bills That Might Actually Become Law
By Allison BellHouse Energy and Commerce Committee members are considering several pieces of health care legislation this afternoon.
November 28, 2023
Transamerica Adds Long-Term Care Rider to Universal Life PolicyPolicyholders get early access to death benefits when the insured needs home care, adult daycare or facility care.
November 27, 2023
U.S. Long-Term Care Insurance Users Average $1.4M in Household Wealth: StudyEconomists drew on market data to calculate the value of informal care for those 65 and older.
November 27, 2023
The Older-Worker Productivity Drain Is (Mostly) a Myth: StudyAn in-depth new report finds fears about an aging workforce reducing productivity and profits are largely overblown.
November 20, 2023
The 12 Worst States for Kidney DiseaseNew CDC survey results show the prevalence of this deadly, costly condition increased sharply,
November 16, 2023
UnitedHealth Faces Suit Over AI-Based Medicare Advantage Claim DenialsThe plaintiffs assert that the predictive system used to justify denials of post-acute care is too rigid.
November 16, 2023
A Medicare Part D Premium Warning for Financial PlannersSignificant hikes in 2024 may surprise some of the millions of retirees enrolled in the system's drug plans.
November 15, 2023
These 4 Traits Predict Better Retirement Outcomes: GoldmanThe good news: Research suggests people can develop these traits.