Lifestyle Planning

Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.

15 Cheapest States for Long-Term Care: 2021

February 25, 2022

15 Cheapest States for Long-Term Care: 2021
How to Claim Social Security, Pay Taxes When Retiring Overseas

February 24, 2022

How to Claim Social Security, Pay Taxes When Retiring Overseas
15 Most Expensive States for Long-Term Care: 2021

February 22, 2022

15 Most Expensive States for Long-Term Care: 2021
6 Best Countries for Expat Retiree Health Care: 2022

February 17, 2022

6 Best Countries for Expat Retiree Health Care: 2022
Older Adults' Savings Took a Beating in 2021: Study

February 16, 2022

Older Adults' Savings Took a Beating in 2021: Study
Work-From-Home Medicare Agents' Productivity Is Falling: Primerica

February 15, 2022

Work-From-Home Medicare Agents' Productivity Is Falling: Primerica
NFL Linebacker and Finance Whiz Shares 2 Big Money Mistakes to Avoid

February 09, 2022

NFL Linebacker and Finance Whiz Shares 2 Big Money Mistakes to Avoid