Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
How to Talk to Clients About Disability Insurance Planning
By Larry HazzardIt's a tough discussion but can include topics like income protection and cash flow, which are often top-of-mind for many individuals.
May 07, 2024
Medicare Posts $12B Loss for 2023In 2048, the program might have to cut inpatient benefits to 81% of what was promised.
May 06, 2024
15 Cheapest States for Nursing Home Care: 2024The average annual cost is under six figures in only a dozen states, Genworth's Cost of Care Survey finds.
May 03, 2024
Genworth's CEO Aims for 2025 Long-Term Care Insurance LaunchTom McInerney, the CEO, worries about some current issuers' prices.
April 30, 2024
15 Most Expensive States for Nursing Home Care: 2024Genworth found average costs rose 4%. Home health aides? You don't want to know.
April 23, 2024
10 States With the Most Income Tax WriteoffsTaxpayers with expenses like mortgage interest can often write off far more than the standard deduction.
April 22, 2024
How Unexpected Events Affect Charity Donors' Giving: Vanguard CharitableOn average, 15% of donor-advised fund giving is in response to an unforseen event, research finds.
April 20, 2024
Here's Why Extended Care Planning Remains Critical for WomenIf they're in their 40s, 50s and 60s, and they haven't thought about this, why not?