Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
November 11, 2024
Medicare Part B Premium to Climb 5.9% in 2025That compares with a Social Security cost-of-living adjustment of just 2.5%.
November 08, 2024
12 Best Cities for Veterans to Live: 2024The top locations prioritize education, employment, health care and entertainment, according to WalletHub.
November 07, 2024
Cetera Financial Group CEO to RetireAdam Antoniades will remain a board member but is passing the leadership baton to Mike Durbin at year-end.
November 07, 2024
Genworth Begins to File New Long-Term Care Insurance PolicyTom McInerney, the insurer's CEO, hopes to be selling the LTCI product in at least 25 states next year.
November 06, 2024
12 Most Livable Midsize U.S. Cities: 2024AARP looked at areas with a population of between 25,000 and 99,999 individuals, including some near the water.
November 04, 2024
Unhappy Medicare Plan Issuers Zero Out Agent CommissionsOne veteran agent estimated the sudden shift has affected more than 35% of his Medicare plan clients.
October 31, 2024
Help Clients Navigate Common Medicare PitfallsThe Medicare open enrollment season is a great time to help clients review their coverage.
October 23, 2024
10 Most Generous American Billionaires: Forbes, 2024Ten people among the 400 richest Americans have given away 20% or more of their wealth.
October 11, 2024
Medigap Issuers Face Spike in Small Problems That Got SeriousThe effects of skipping routine care during the pandemic are becoming evident, Mutual of Omaha's medical chief says.
October 11, 2024
4 Keys to Succession PlanningThe financial advice industry remains largely unprepared for exits, planned or otherwise.