Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
529 Plans: Saving for College, Retirement, and Now Elder Care?
By Allison BellArgentum, a group for assisted living facilities, makes the suggestion in a new discussion of long-term care funding ideas.
May 12, 2023
Help Clients Feel Confident Every Single Year of RetirementA Northwestern Mutual executive looks at a need many advisors overlook.
May 11, 2023
Affordable Strategies for Extended Care FundingSome clients could need expensive care for periods that aren't all that long.
May 10, 2023
Federal Panel Hears Medicare Dementia Benefits Overhaul PlanMedicare could end up using a UCLA program as a model.
May 09, 2023
LTCI Insider: Dinner Through New EyesFPA event organizers gave a columnist a new perspective on financial services.
May 09, 2023
Top 7 Prosperous, Yet Affordable, U.S. CitiesThese cities boast affordable housing and healthy, growing job markets.
May 08, 2023
Beware of Culturally Misaligned Retirement ImageryImages that resonate with one cultural group may be off-putting to another.
May 05, 2023
Genworth Creates Discounted LTC Provider NetworkThe insurer is hoping CareScout negotiators will help cut its own claim costs.