Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
UnitedHealth CEO Change Means Higher 2026 Medicare Advantage Prices
By Allison BellJohn Rex, the chief financial officer, had sobering comments about health care claims.
May 02, 2025
What Medicare Offers For Home Health CareSuddenly, some clients will learn about how the program sees "custodial care."
May 01, 2025
Genworth Gets New Long-Term Care Policy Approved by 23 StatesThe company, led by Tom McInerney, wants approvals in at least 30 states before it launches the product.
April 29, 2025
Top 12 States for 529 Savings Plan Asset GrowthIn spite of the pandemic, students in these places made assets grow at least 60% over five years.
April 28, 2025
With Social Security in Turmoil, Should Clients Claim Early?That's a loaded question, and financial advisors simply telling clients to stay the course is not convincing.
April 24, 2025
What Each Generation Believes It Needs to Earn in 2025Respondents of different ages generally underestimate this figure, given that Americans spend $8,500 a month on average.
April 22, 2025
Estate Planning for Super-LongevityLiving longer can be a great thing, but it does require additional planning.
April 21, 2025
7 Long-Term Care Annuity Facts for AdvisorsA TIAA research center paper may revive an idea that flourished elsewhere but fizzled in the U.S.