Elliot M. Kass

For most retirees, the basics of family planning are simple enough, but planning for the needs of a disabled child who may live another 50 years or longer is especially difficult.

The decision to recommend that a client go onto Medicaid, the government-sponsored healthcare program for people with low income and minimal resources, is both simple and difficult.

To supplement the coverage provided by Medicare, there are a number of different types of policies are available ranging from very basic, high-deductible plans, to low-deductible, high-premium plans that cost more but provide more extensive coverage.

With the need for retirement and legacy planning urgent and growing, advisors who center their practices on senior clients can do exceedingly well.

In some instances it makes sense for clients to start collecting their Social Security benefits before they reach full retirement age.

The Logic Behind Annuities

Self-Insuring for Long-Term Care

Aging retirees are posing new challenges for the planners who council them.

Advisors have to get past clients’ reluctance to discuss issues related to illness and death.

Advising clients to purchase long-term care insurance isn’t the no-brainer it used be.

Unexpected pitfalls often cast a pall on clients’ dreams of retiring to foreign lands.

Reversal of Fortune

Living Off a 201(k)

Attracting Younger Clients

Target Date Funds: Different Strokes for Different Folks

Roth 401(k)s Give Young Investors a Leg Up

Estate Planning: 4 Critical Considerations

For Retired Clients, Dump the Life Insurance Policy?

It’s extremely tax inefficient to pay off a mortgage using retirement funds

Stocks, bonds and gold are not all that glitters for clients' retirement portfolios.