Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
8 Emerging Forces Shaping Income and Social Security Planning: Marcia Mantell
By John ManganaroIncome planning today means addressing fast-rising interest rates, Social Security's solvency and new annuity products.
November 06, 2023
The 10 Healthiest U.S. Metro Areas: 2023In these places, more than one in five people reported being in excellent health.
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.