Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
14 Best Value Private Colleges: Princeton Review, 2023
By Michael S. FischerThese private colleges will give you the most for your tuition, according to the Princeton Review.
April 24, 2023
New HSA Bill Could Help Working Medicare EnrolleesH.R. 2769 would let employed clients over age 65 add cash to HSAs.
April 19, 2023
Biden Order Could Create Federal Long-Term Care Benefits DemandSome federal contractors are supposed to consider adding LTC support.
April 18, 2023
Special Needs Plans: A Medicare Customer QuestionYou serve many different kinds of people. So do Medicare plans.
April 18, 2023
8 Keys to Defusing Couples' Money ConflictsMany divorced baby boomers and members of Gen X say their marriages ended because of conflicts over money.
April 18, 2023
6 Ways to Help Clients Navigate LayoffsYou can make a difference in the hard times, too.
April 17, 2023
12 U.S. Cities Where the 'New $100K' Is $200K or MoreA $100,000 salary isn't enough to be financially "comfortable" in many places, SmartAsset finds.
April 13, 2023
12 Top Medicare Bills in Congress NowSome could have a direct effect on the medical bills of your clients over the next few years.