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 Worst States for Military Retirees: 2023
By Michael S. FischerAdjusting to civilian life can be difficult enough, but it's even harder in these states, according to WalletHub.
May 22, 2023
12 Unhealthiest States for Seniors: 2023States in the southeast had the most room to improve when it came to older residents' health.
May 22, 2023
Use Disability Insurance Awareness Month to EducateA longtime agent says clients need advice about how to protect their most valuable asset.
May 22, 2023
12 Best States for Military Retirees: 2023Here's where readjusting to civilian life should be the least difficult, according to WalletHub.
May 19, 2023
Carson Group Taps Trust & Will Capabilities for AdvisorsCarson advisors can now create ready-to-execute estate planning documents in every state.
May 19, 2023
12 Healthiest States for Seniors: 2023Seniors in these states have better access to health care, lower rates of poverty and fewer early deaths.
May 19, 2023
Medicare's Top Actuary: COVID-19 Sped Up the Deaths of High-Cost EnrolleesThat factor has reduced Medicare spending and improved the program's finances.
May 16, 2023
The Cheapest Suburbs of the 10 Most Expensive CitiesThe 'burbs may be the answer to affordable housing in these metro areas.