To Retire-in-Place or Not Retire-in-Place? That Is the Question

Published on September 5, 2024

Here are the good, the bad, and the ugly details that advisors and next-generation inheritors need to be aware of before signing on the dotted line.

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Wealth Enhancement Group Acquires $1.3B Philly Hybrid RIA

September 5, 2024
Minneapolis giant Wealth Enhancement Group today announced the acquisition of Levy Wealth Management Group, LLC, a Philadelphia, Pa.-based hybrid registered investment advisor with more than $1.3 billion in assets under management.

Best & Worst Medicare Advantage Plans in 5 States: J.D. Power, 2024

September 5, 2024
Enrollees' satisfaction with their plans held tight this year, but big changes are expected for 2025.      Related StoriesThe Best Colleges in 15 Categories: The Princeton Review - EnclosureNAIFA to Lobby Against Medicare Plan Commission Cuts - Enclosure15 Cheapest States for Early Retirement - Enclosure