Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
The 10 Sickest U.S. Metro Areas: 2023
By Allison BellMany people in these places told the government that they're in poor health.
October 12, 2023
Top 5 States for Medicare Drug Plan Agent-Broker Comp IncreasesOne sign of strong insurer interest: The index is up about 16% in the typical state.
October 11, 2023
'Snowbirding' in Retirement: 10 Tax and Planning Facts to KnowOwning multiple residences comes with both potentially large benefits and important tax nuances.
October 11, 2023
Medicare Advantage vs. Original Medicare: How to Help Clients ChooseMedicare open enrollment starts Oct. 15, and retired clients have choices to make. Here's what to consider.
October 10, 2023
The Silent Discussion About Long-Term CarePortfolio strategy may be more fun, but clients need to think about this, too.
October 10, 2023
9 Surprises Americans Find in Retirement: SurveyThe evolving post-work landscape presents aspects both positive (freedom) and negative (financial vulnerability).
October 10, 2023
Insurer-Backed Bill Could Expand Access to Medicare Advantage ExtrasRep. Gus Bilirakis wants to expand access to benefits like grocery discounts and homemaker help.
September 28, 2023
Free Medicare Benefits May Not Really Be FreeMedicare Advantage plans are fishing for your clients. Watch for hidden hooks.