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 U.S. Cities Where the 'New $100K' Is $200K or More
By Michael S. FischerA $100,000 salary isn't enough to be financially "comfortable" in many places, SmartAsset finds.
April 13, 2023
Florida Man Sold Medicare Enrollee ID Numbers for 12 Cents EachThe data broker was sentenced to 41 months in prison. The BIN suppliers may still be in business.
April 11, 2023
Regulators Fear Some All-Inclusive Medicare Plans Skimp on Specialty CareNew final regulations for 2024 list the types of specialists that PACE plans must offer.
April 11, 2023
Don't Punish 60 Million Medicare Beneficiaries Because of Joe NamathProposed changes would harm consumers by creating confusion, frustration and delays during the enrollment process.
April 07, 2023
Top 15 Cities Where Gen Z Is Moving: 2023Adults under 25 are moving to the areas older Americans are leaving, new research shows.
April 07, 2023
10 State-Level Long-Term Care Bills to Track NowOne in play in the highest-population state could create a government-run long-term care insurance program.
April 04, 2023
Senate Bill Could Help Protect Clients From Bad GuardiansS. 1148 would form an oversight council, support data collection and fund state advocacy programs.
April 03, 2023
12 States With the Highest Taxes in America: 2023Researchers for the list looked at taxation tied to real estate, vehicles, income, and the purchase of goods and services.