Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Millennials Join Ranks of 'Sandwiched' Caregivers
By Michael S. FischerThe oldest millennials are caring for children and aging parents, and they're feeling the squeeze.
October 26, 2023
10 Worst States for Diabetes NowMore than 10% of clients are heading toward retirement with an anvil around their neck.
October 13, 2023
Standard Medicare Part B Premium Set to Rise 5.9% in 2024That compares with a 3.2% Social Security cost-of-living adjustment.
October 12, 2023
Top 5 States for Medicare Drug Plan Agent-Broker Comp IncreasesOne sign of strong insurer interest: The index is up about 16% in the typical state.
October 11, 2023
'Snowbirding' in Retirement: 10 Tax and Planning Facts to KnowOwning multiple residences comes with both potentially large benefits and important tax nuances.
October 11, 2023
Medicare Advantage vs. Original Medicare: How to Help Clients ChooseMedicare open enrollment starts Oct. 15, and retired clients have choices to make. Here's what to consider.
October 10, 2023
The Silent Discussion About Long-Term CarePortfolio strategy may be more fun, but clients need to think about this, too.
October 10, 2023
9 Surprises Americans Find in Retirement: SurveyThe evolving post-work landscape presents aspects both positive (freedom) and negative (financial vulnerability).