Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Google Sees Strong Shopper Interest in Medicare Advantage Plans
By Allison BellThis could be a good year for Medicare plan sales.
October 11, 2022
Research Centers Post Long-Term Care Policy PapersOne man wants the government to butt out. A think tank wants to expand the government's PACE program.
October 10, 2022
The 10 Sickest U.S. Metro AreasIn these places, poor health may weigh on clients' and prospects' finances.
October 06, 2022
A New Paper Says Young People Shouldn't Save for Retirement. Advisors Disagree.A paper in the Journal of Portfolio Management Research takes a contrarian view on retirement savings.
October 06, 2022
Stale Health Care Provider Directories Make Officials SickThe Centers for Medicare and Medicaid Services might start a provider data hub of its own.
October 06, 2022
10 Most Affordable States for 2023 Medicare Advantage PlansThe premiums may be just a small part of a client's health care spending.
October 05, 2022
Top 10 Destination States for Retirees on the MoveOlder people frequently move to warmer states, but weather isn't the only factor driving their decision.
October 05, 2022
5 Things Advisors Get Wrong About Childfree ClientsFinancial advisors often unintentionally offend these clients, says Childfree Wealth founder Jay Zigmont.