Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
July 06, 2022
Nationwide to Cut Long-Term Care Policy PricesThe move will lower CareMatters II costs by an average of 5%.
July 05, 2022
5 States Where Working-Age COVID-19 Hospitalizations Are SurgingAmong states, figures range from a decrease of about 67% to an increase of 97%.
July 05, 2022
6 Steps to Help Clients Plan for an Early RetirementIdentifying a client's goals, income sources and anticipated expenses is essential to developing a financial plan.
June 30, 2022
Avoiding Nasty Surprises in Roth IRA Conversions: A Case StudyUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.
June 29, 2022
What Medicare Parts A and B Leave Out: A Medicare Customer QuestionBoth programs expose clients to many coverage holes.
June 29, 2022
'Mom' Factor Helps Medicare Advantage Plans at House HearingMany lawmakers talked about how much their constituents, or their own parents, like the program.
June 28, 2022
Weak Care Access Plagues Some Dying Medicare Plan Enrollees: GAOIs your client in a plan with a misleading provider directory?
June 24, 2022
Warn Clients About Long-Term Care Costs Early: Jeff BeligottiThe New York Life executive predicts typical older clients will spend more than $100,000 on care.
June 23, 2022
Many Retirees Wish They'd Planned, Saved Earlier: EBRI SurveyRetirees with a financial advisor, a financial plan and more assets were less likely to regret their previous financial decisions.
June 22, 2022
What a Nursing Home Room Really Costs Now in the 5 Most Populous StatesLincoln Financial uses the data to help advisors show clients what they're up against.