Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
50 States of Pre-COVID-19 Stroke Benchmarking Data
By Allison BellLife and annuity writers could use data like this to measure what the pandemic did to us.
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.
May 25, 2021
How Much Has Retirement Cost Since the 1950s?Using Fidelity's "10x income" rule, here's a look at how the cost retirement has changed over nearly 70 years.
May 20, 2021
Does Working Longer Help You Live Longer?A CRR analysis of a Dutch tax incentive finds a possible link between working longer and increased longevity.