Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
January 24, 2024
Senator Probes Medicare Plan Distributors on Marketing TacticsSen. Ron Wyden, the finance chair, wants to know how much leads cost and how users vet them.
January 23, 2024
Medicare Enrollees With Drug-Plan Problems Get a Do-OverClients unhappy with their coverage might not know they can switch plans right now, eHealth's Bob Rees says.
January 23, 2024
12 Best States for Retirement: 2024WalletHub ranked the states on affordablility, health care and quality of life for retirees.
January 18, 2024
Advisors, Medicare and the Election: Reading Between the HeadlinesBiden's efforts to control drug costs have gotten positive press, but the reality is more nuanced.
January 18, 2024
New Life and Annuity Deals Bring Wellness Into FoldA Capgemini consultant expects insurers to buy firms that help people live longer with "all-inclusive lifestyle" strategies.
January 18, 2024
Woman Sues Genworth Over LTCI Survivorship BenefitThe insurer maintains that accepting a reduced benefit option wiped out the survivorship benefit.
January 18, 2024
Affluent Near-Retirees Need an Action Plan: Lincoln FinancialThe company's latest marketing campaign highlights such lasting pastimes as hiking, cooking and sailing.
January 16, 2024
8 Things I Learned About Meeting Wealthy People on a CruiseWhen sailing on a luxury ship, you meet people under ideal circumstances.
January 16, 2024
16 Most Expensive States for a Comfortable Retirement: 2024A retiree will need at least $1 million to retire comfortably in these states, GOBankingRates finds.
January 09, 2024
Qualifying for Medicaid LTC Benefits Could Get TougherHome equity exemptions could fall, and lookback periods for asset transfers could grow to 20 years.