Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
UnitedHealth Announces Strong Q2 Earnings as New COVID-19 Wave Hits
By Allison BellUnitedHealth reported $5.2 billion in net income for the quarter on $80 billion in revenue, both increases over Q2 in 2021.
July 07, 2022
Clients Might Get to Tap Retirement Plan Assets for Home ModificationsClients could use up to $30,000 in tax-free retirement plan distributions to make homes safer or more accessible.
July 06, 2022
Nationwide to Cut Long-Term Care Policy PricesThe move will lower CareMatters II costs by an average of 5%.
July 05, 2022
5 States Where Working-Age COVID-19 Hospitalizations Are SurgingAmong states, figures range from a decrease of about 67% to an increase of 97%.
July 05, 2022
6 Steps to Help Clients Plan for an Early RetirementIdentifying a client's goals, income sources and anticipated expenses is essential to developing a financial plan.
June 30, 2022
Avoiding Nasty Surprises in Roth IRA Conversions: A Case StudyUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.
June 29, 2022
What Medicare Parts A and B Leave Out: A Medicare Customer QuestionBoth programs expose clients to many coverage holes.
June 29, 2022
'Mom' Factor Helps Medicare Advantage Plans at House HearingMany lawmakers talked about how much their constituents, or their own parents, like the program.