Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Top 10 States for Medicare Advantage Search Interest
By Allison BellWe asked Google Trends to look into its crystal ball during the ongoing annual enrollment period.
November 27, 2023
The Older-Worker Productivity Drain Is (Mostly) a Myth: StudyAn in-depth new report finds fears about an aging workforce reducing productivity and profits are largely overblown.
November 20, 2023
The 12 Worst States for Kidney DiseaseNew CDC survey results show the prevalence of this deadly, costly condition increased sharply,
November 16, 2023
UnitedHealth Faces Suit Over AI-Based Medicare Advantage Claim DenialsThe plaintiffs assert that the predictive system used to justify denials of post-acute care is too rigid.
November 16, 2023
A Medicare Part D Premium Warning for Financial PlannersSignificant hikes in 2024 may surprise some of the millions of retirees enrolled in the system's drug plans.
November 15, 2023
These 4 Traits Predict Better Retirement Outcomes: GoldmanThe good news: Research suggests people can develop these traits.
November 14, 2023
Only 19% of Investors Work With Their Parents' Advisor: CerulliFinancial pros can reinforce their value early in client relationships and in difficult periods, the research suggests.
November 14, 2023
Health Agents' Advocate Hopes to Boost Consumers' VoiceJessica Brooks-Woods says patients need affordability and support for the right kind of care, not just coverage.