Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Boosting Client Service, With a Little Help From Private Equity
By Jane Wollman RusoffA free initial plan gets wealthy executives in the door, Mather Group CEO Jennifer des Groseilliers says.
November 26, 2024
16 Biggest Retirement and Financial Planning Tax BreaksPolicymakers looking for ways to simplify the tax code could look at these provisions.
November 25, 2024
Warren Buffett's 7 Nuggets of Estate Planning WisdomThough his fortune outstrips that of any wealth management client, Buffett’s estate planning insights are worth review.
November 21, 2024
A Long-Term Care Planner's ConfessionAn LTCI veteran looks at why some clients still receive care outside their homes.
November 20, 2024
Manulife's John Hancock Reinsurance Deal Includes $1.9B LTCI BlockRGA's participation may be a sign that reinsurers are feeling better about long-term care insurance.
November 20, 2024
Company Raises $22M for All-Inclusive Long-Term Care PackageSeen Health serves older people with both Medicare and Medicaid coverage who qualify for nursing home benefits.
November 18, 2024
Optimizing Medicare DecisionsEnrolling in the right coverage is complicated. You can help.
November 11, 2024
Medicare Part B Premium to Climb 5.9% in 2025That compares with a Social Security cost-of-living adjustment of just 2.5%.