Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Senate Panel OKs Veterans Long-Term Care Bill
By Allison BellS. 141 would promote efforts to increase the percentage of veterans getting care at home.
February 28, 2023
The High Cost of Waiting to Plan for Long-Term CarePeople in their 40s tend not to think much about this topic, but they should.
February 28, 2023
A Hidden Source of Wealth Many Retirees OverlookUnlocking home equity by relocating to a cheaper housing market can provide a significant source of retirement funding.
February 28, 2023
The 12 U.S. House Districts With the Most Boomer Long-Term Care NeedAbout 5.4 million Americans ages 65 through 74 have trouble living on their own.
February 27, 2023
Quiz: Can You Name That Trust?Step right up and put your knowledge of estate planning to the test.
February 24, 2023
6 Big Retirement Conflicts Married Couples FaceRetirement brings a raft of contentious choices, from where to live to when to claim Social Security benefits.
February 24, 2023
Part B Premiums: A Medicare Customer QuestionOne of the most confusing Medicare concerns is one of the most common Medicare concerns.
February 24, 2023
Higher-Income Medicare Enrollees Worry About Provider AccessThey are also thinking hard about which providers they can see, according to a new eHealth survey.