Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Older Homeowners Plan to Stay Put in Retirement: Survey
By Michael S. FischerA BofA survey found most Gen X and baby boomer homeowners plan to or have retired in a house they own.
December 02, 2022
11 Most Expensive Cities in the World: 2022As prices soar around the world, three U.S. cities rank among those with the highest cost of living.
December 01, 2022
Humana Reports Stronger-Than-Expected Medicare Plan SalesThe enrollment period for 2023 Medicare Advantage plans ends Tuesday. Search traffic is strong.
December 01, 2022
5 Hot Medicare Bill Topics for 2023People like Sen. Joe Manchin, D-W.Va., and Sen. Susan Collins, R-Maine, will determine what can pass.
November 30, 2022
Top 10 Medicare Bills of 2022, So FarFew stand-alone bills that mention the program have moved past the starting gate.
November 28, 2022
10 Popular Vacation Spots for 2023From Oceania to Europe, these destinations will satisfy your clients' wanderlust.
November 24, 2022
Online Pharmacy Cuts Out the InsurersSatish Srinivasan, the founder of DiRx, hopes a self-pay-only strategy will hold down prescription drug prices.
November 23, 2022
10 Reasons for Advisors and Clients to Be ThankfulAs bad as this year may have been, it's not hard to find at least a few reasons to give thanks.