Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
12 New Medicare Bills to Watch This Fall
By Allison BellIdeas with bipartisan support include increasing coverage of obesity drugs and acupuncture.
September 13, 2023
Long-Term Care Insurance Sales Rise at Some Carriers: A.M. BestThree reported an increase of more than 10% in the number of new lives covered.
September 11, 2023
How Housing Wealth Really Flows Through Generations: StudyA new analysis considers how housing market conditions experienced in childhood affect wealth accumulation in adulthood.
September 11, 2023
12 Worst U.S. Cities for Retirement: 2023On a list of 182 cities WalletHub ranked on retirement-friendliness, these 12 scored lowest.
September 08, 2023
This Is the Biggest Retirement Challenge for Americans in Their 40s and 50sCaregiving responsibilities and the daily financial obligations of Americans in this age group are raising concerns.
September 07, 2023
Wealth.com Launches Advisory Council, Moves to Expand AI-Assisted Estate PlanningCouncil members include Anna N'Jie-Konte, Dasarte Yarnway and Samantha Russell.
August 30, 2023
Why Your Black and Hispanic Clients Need a WillHaving a will increases the chances of achieving one's bequest target, a new study finds.
August 29, 2023
As Medicare Premiums Whipsaw, Focus on the Big PictureClients face some health care expenses that get plenty of attention, along with some that don't.