Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
How to Use Medicare Planning to Strengthen Client Relationships
By Roger WohlnerIf you don't help your clients navigate Medicare, they'll find someone who will, Caribou CEO Christine Simone warns.
May 22, 2023
12 Best States for Military Retirees: 2023Here's where readjusting to civilian life should be the least difficult, according to WalletHub.
May 19, 2023
Carson Group Taps Trust & Will Capabilities for AdvisorsCarson advisors can now create ready-to-execute estate planning documents in every state.
May 19, 2023
12 Healthiest States for Seniors: 2023Seniors in these states have better access to health care, lower rates of poverty and fewer early deaths.
May 19, 2023
Medicare's Top Actuary: COVID-19 Sped Up the Deaths of High-Cost EnrolleesThat factor has reduced Medicare spending and improved the program's finances.
May 16, 2023
The Cheapest Suburbs of the 10 Most Expensive CitiesThe 'burbs may be the answer to affordable housing in these metro areas.
May 16, 2023
529 Plans: Saving for College, Retirement, and Now Elder Care?Argentum, a group for assisted living facilities, makes the suggestion in a new discussion of long-term care funding ideas.
May 16, 2023
Mike Sizemore Learned, the Hard Way, How Disability Insurance WorksHe once wondered whether he should pay $8 per month for coverage. Then, he used the coverage.