Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
It's Late, You're Tired, and All You See Are No Vacancy Signs
By Romeo RaabeA long-term care planner warns of the spread of nursing home deserts.
March 11, 2024
What If Your Client Already Needs Long-Term Care?Kim Beil has tips for what to do when a client already has serious health problems.
March 08, 2024
15 Biggest U.S. Mega-Donors to Charity in 2023These donors gave away $175 million or more last year, according to the Chronicle of Philanthropy.
March 08, 2024
A Medicare Plan Distributor Reacts to the State of the Union AddressFor the author, it's all about the baby boomers.
March 06, 2024
Curb Medicare Advantage Funding, Sen. Warren Asks CMSFollowing the preliminary bidding process, the agency plans to post the 2025 rate announcement by March 31.
March 04, 2024
12 Healthiest Big Cities in America: 2024SmartAsset ranked 100 cities on factors like obesity, smoking, diabetes and mental health.
February 29, 2024
5 Ways to Protect Clients' Families Against Disappearance RiskThe story of the couple that went missing on a yacht in Grenada reveals a common planning gap.
February 28, 2024
12 States With the Highest Property TaxesTypical households in these states pay far more in real estate taxes than the national average of $2,869.