Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Here's How Much Money Americans Think They'll Need to Retire
By Michael S. FischerLess than a quarter of respondents in a Schroders survey said they expected to save enough to retire comfortably.
May 17, 2022
Cutting Medicare Age to 60 Could Add $155B to U.S. Debt Over 6 YearsThat's $3,539 in federal debt per young Medicare enrollee per year.
May 16, 2022
Medicare Advantage Plans Fill Dental Benefits Cavity: HealthScapeThe percentage that offer built-in periodontic benefits has tripled in just five years.
May 13, 2022
Analysts Say Sanders' New 'Medicare For All' Bill Could Create a Care GapOne critic says paying current Medicare rates to providers would leave 97% of new care demand unmet.
May 11, 2022
Let Us Police Bad Medicare Advantage Plan Marketing: States to CongressToday, federal law limits states to regulating solvency and licensing.
May 11, 2022
Want to Live Happily to 100? Start Planning Now, Study SuggestsEdward Jones and Age Wave studied the stages of retirement and the actions that led to higher quality of life.
May 09, 2022
All Clients Need Bone Scans: LTCI InsiderBrittle bones can cause catastrophic problems for both women and for men.
May 03, 2022
Understanding IRMAA: A Medicare Customer QuestionSome of your clients may end up paying more than others for part of Medicare.