Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
How Medicare Is Changing in 2023
By Craig SturgillHere's a cheat sheet for how part of your older clients' world will work in 2023.
December 01, 2022
5 Hot Medicare Bill Topics for 2023People like Sen. Joe Manchin, D-W.Va., and Sen. Susan Collins, R-Maine, will determine what can pass.
November 30, 2022
Top 10 Medicare Bills of 2022, So FarFew stand-alone bills that mention the program have moved past the starting gate.
November 28, 2022
10 Popular Vacation Spots for 2023From Oceania to Europe, these destinations will satisfy your clients' wanderlust.
November 24, 2022
Online Pharmacy Cuts Out the InsurersSatish Srinivasan, the founder of DiRx, hopes a self-pay-only strategy will hold down prescription drug prices.
November 23, 2022
10 Reasons for Advisors and Clients to Be ThankfulAs bad as this year may have been, it's not hard to find at least a few reasons to give thanks.
November 22, 2022
Your Retiring Clients Have Accumulated Assets. What Do They Do Now?As clients approach retirement, focusing on asset decumulation and the longevity of money is critical.
November 22, 2022
How to Help Clients Avoid Costly Medicare MistakesOut-of-pocket costs can vary between Medicare plans by thousands of dollars a year, Philip Moeller tells ThinkAdvisor.