Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Clients Face a Caregiving Crisis: LTCI Insider
By Margie BarrieAn ILTCI Conference speaker had ideas about how to improve the caregiver shortage.
March 27, 2023
H.R. 485 Could Change How Medicare Advantage Plans Allocate Some CareSupporters want to block the program from considering the quality of any years of life gained.
March 25, 2023
Older Workers and Periodic Coverage Reviews: A Medicare Customer QuestionWorkers over 65 should think regularly about their plan options.
March 24, 2023
A Global View of Retirement Shows How U.S. Savers Stack UpA new global survey shows readiness remains lower in the U.S. than in many other developed countries.
March 23, 2023
CalPERS Agrees to $820M Long-Term Care Insurance Rate Suit SettlementPolicyholders have been fighting CalPERS in court since 2013.
March 21, 2023
10 Sobering Stats on Retirement Planning in 2023New research from Fidelity shows market volatility and workforce disruptions have dented retirement readiness.
March 17, 2023
Building Retirement Income Requires More Than Monte Carlo WizardryWhile they can be useful, Monte Carlo analyses don't factor in the psychological aspects of retirement income planning.