Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
'Financial Freedom' More Appealing Than 'Retirement': Survey
By Michael S. FischerBut people are more likely to consider retirement an achievable goal, a Franklin Templeton poll has found.
June 08, 2021
12 Worst States for Senior Health Care: 2021MedicareGuide compared the 50 states and D.C. to determine the worst places for older Americans to find affordable, high-quality health care.
June 07, 2021
12 Best States for Senior Health Care: 2021MedicareGuide compared the 50 states and D.C. to determine the best places for older Americans to find health care.
June 04, 2021
Helping Clients Manage Health Care Costs in RetirementClients need your help in planning for this significant expense before reaching retirement age.
June 03, 2021
Semiprivate Nursing Home Room Cost Rises 9.2%: Mutual of OmahaThe insurer has posted LTCG survey data showing that assisted living facility rent fell.
May 26, 2021
12 Worst States for Military Retirees: 2021WalletHub compared the 50 states and D.C. by the economy, quality of life and health care.
May 26, 2021
12 Best States for Military Retirees: 2021WalletHub compared the 50 states and D.C. by the economy, quality of life and health care.
May 26, 2021
How Advisors Can Help Clients Understand Rising P&C Insurance RatesPremium rates are increasing due to COVID-19 and other factors.