Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
11 New Survey Findings on Money, Regrets and Life in Retirement
By Michael S. FischerMedicareFAQ surveyed retirees on their biggest regrets, financial and otherwise, and other issues.
February 12, 2024
10 Things Advisors Need to Know About Assisted Living FacilitiesSpending thousands of dollars a month is no guarantee that an establishment will meet clients' expectations.
February 12, 2024
10 Biggest Medicare Advantage Players: 2024Some of these companies think certain competitors are growing too quickly.
February 09, 2024
12 'Super' Stats for Super Bowl LVIIIHere are some tidbits on the big game, the fans, the bets and, of course, the ads.
February 07, 2024
The Big Retirement Question Many Advisors OverlookRetirement can be full of adventures and new experiences, but only if the right plans are in place.
February 07, 2024
Top 15 Cities Where High-Income Households Are BoomingSmartAsset researched where up-and-coming alternatives to established areas of wealth may be popping up.
February 06, 2024
Great Recession Saved Lives: ResearchA working paper found that 4% of 55-year-olds gained an extra year of life.
February 06, 2024
9 Ways to Connect With the Wealthy Without Being PushyHow can you interact in wealthy circles without looking like you are trying too hard?