Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Bill Could Help Clients With Breast Cancer Get Quick Medicare Access
By Allison BellThe version of the bill on the agenda is similar to care access bills introduced in previous congresses.
January 24, 2023
Health Insurance Giant to Acquire Louisiana BlueThe Elevance deal could expand Medicare options for clients in New Orleans.
January 24, 2023
'Boomerang' Children Don't Derail Parents' Retirement: New StudyNew research shows negligible long-term financial impact when adult children temporarily move back home.
January 23, 2023
What 'Safe Withdrawal' Rates Really Mean (and Don't Mean): Christine BenzResearchers say "safe withdrawal" research remains useful, but it is also very easy to misinterpret.
January 23, 2023
Secure 2.0 Act RMD Rules Open New IRA Planning WindowTraditional and Roth IRAs can now be coordinated in some very powerful ways, but careful planning is needed.
January 19, 2023
10 Cheapest Countries to Retire Abroad: 2023Some of the countries on this list from International Living may surprise you.
January 17, 2023
Top 5 States for Long-Term Care Planning IncreasesEven without Washington state, the number of clients who did something increased 13%.
January 17, 2023
Long-Term Care Group Head Yawns at Secure 2.0 LTC ProvisionJesse Slome says the impact of a new tax break will be insignificant.