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 03, 2023
15 Most Livable Big U.S. Cities: AARPThe senior advocacy group scored the cities in categories like housing, neighborhood, health and opportunity.
November 02, 2023
Millennials Join Ranks of 'Sandwiched' CaregiversThe oldest millennials are caring for children and aging parents, and they're feeling the squeeze.
October 31, 2023
Filling a Gap in Medical Evacuation BenefitsStandard travel insurance plans may not get sick or injured clients home or to their preferred hospital.
October 27, 2023
The 10 Sickest U.S. Metro Areas: 2023Many people in these places told the government that they're in poor health.
October 26, 2023
10 Worst States for Diabetes NowMore than 10% of clients are heading toward retirement with an anvil around their neck.
October 13, 2023
Standard Medicare Part B Premium Set to Rise 5.9% in 2024That compares with a 3.2% Social Security cost-of-living adjustment.
October 12, 2023
Top 5 States for Medicare Drug Plan Agent-Broker Comp IncreasesOne sign of strong insurer interest: The index is up about 16% in the typical state.
October 11, 2023
'Snowbirding' in Retirement: 10 Tax and Planning Facts to KnowOwning multiple residences comes with both potentially large benefits and important tax nuances.
October 11, 2023
Medicare Advantage vs. Original Medicare: How to Help Clients ChooseMedicare open enrollment starts Oct. 15, and retired clients have choices to make. Here's what to consider.
October 10, 2023
The Silent Discussion About Long-Term CarePortfolio strategy may be more fun, but clients need to think about this, too.