Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Most Retirement Savers Held Fast in Q1: ICI
By Ginger SzalaA cross section of record-keeping data showed a large majority didn't change their participation in plans.
June 08, 2022
4 Ideas for Boosting Social Security, Medicare SolvencyOn a webinar led by the Committee for a Responsible Federal Budget, policy analysts shared their thoughts.
June 08, 2022
12 Best Cities to Raise a Family: 2022A real estate site analyzed factors like the cost of goods and child care and quality of education.
June 07, 2022
4 Steps to Figuring Out How Much Money a Client Needs to RetireRunning your clients through these steps can give them an idea of how much they need to save.
June 06, 2022
7 Inflation-Fighting Strategies for Clients in or Near RetirementCutting expenses, contributing more to retirement plans and working a bit longer can mean a more comfortable retirement.
May 31, 2022
Life-Home Care Hybrid May Help Clients Manage Long-Term Care RiskThe program uses a rider attached to a whole life policy to pay for up to 50 weeks of home care.
May 31, 2022
Clients' Medicare Premiums and Inflation: A Medicare Customer QuestionMedicare is a government program. That doesn't mean that it's free, or free from inflation.
May 27, 2022
Medicare Advantage Group Throws Weight Behind House Care Access BillThe bill has support from the AMA and could affect how easily Medicare Advantage users get physician-recommended treatment.