Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
15 Most Livable Small and Midsize U.S. Cities
By Michael S. FischerLivability.com used about 100 data points to rank cities with populations between 75,000 and 500,000.
May 28, 2024
The Perils of Self-Funding Long-Term CareWhy cross market risk with a form of health risk that may require immediate liquidity?
May 16, 2024
How to Talk to Clients About Disability Insurance PlanningIt's a tough discussion but can include topics like income protection and cash flow, which are often top-of-mind for many individuals.
May 14, 2024
When Will Clients Need Long-Term Care?Claiming patterns show when early retirement years tend to give way to different stages of life — and health.
May 09, 2024
World's Top 15 Cities for Millionaires: 2024The number of millionaires in New York rose 48% in a decade; in Beijing, it nearly doubled.
May 07, 2024
Medicare Posts $12B Loss for 2023In 2048, the program might have to cut inpatient benefits to 81% of what was promised.
May 06, 2024
15 Cheapest States for Nursing Home Care: 2024The average annual cost is under six figures in only a dozen states, Genworth's Cost of Care Survey finds.
May 03, 2024
Genworth's CEO Aims for 2025 Long-Term Care Insurance LaunchTom McInerney, the CEO, worries about some current issuers' prices.