Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
October 08, 2024
Prevention Is the Best Long-term Care Planning StrategyInsurers, and insurtech firms, want to help your clients stay in their own homes longer.
October 03, 2024
Regulators Eye Rules for 600% Long-Term Care Insurance Rate IncreasesInsurers point to block solvency. Texas is talking about fairness to policyholders.
October 01, 2024
15 Most Affordable U.S. Metro Areas: 2025Clever Real Estate ranked 100 metro areas on factors like taxes and percentage of income spent on housing.
September 30, 2024
Medicare-Eligible Workers Face a DilemmaFor some, choosing between Medicare and employer coverage may be difficult.
September 30, 2024
Pre-Retirees and Retirees Prioritize Charitable Giving: SurveyRetirees tend to donate first, then volunteer, while pre-retirees do both in equal measure, Fidelity Charitable found.
September 27, 2024
Please Help Us With the Medicare Plan Mess, State Regulators Ask CMSEnrollees are getting plan change notices and flooding state officials with questions.
September 23, 2024
20 Best-Paying College Majors: 2024Payscale collected data on 763 majors at some 2,400 colleges and universities across the U.S.
September 18, 2024
Bill Could Throw HSA Money to the Dogs (and Cats)Two lawmakers hope to classify some pet care spending as amounts paid for medical care.
September 18, 2024
12 States With the Lowest Property Tax Rates: 2024What homeowners pay can vary widely, the Tax Foundation reports.
September 16, 2024
'Sandwich Generation' Women Want Financial Advice: StudyThe caregiving burden can also affect women's personal health and sense of purpose, Edward Jones reported.