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When searching for the right plan, it is important that retirees assume their health will one day change.
October 18 -
Cases often go unreported because many times seniors are too embarrassed.
October 15 -
Keeping their money invested for a longer period enacts the power of compounded interest growth.
October 11 -
Proactive measures, like rethinking the index used to assess seniors’ cost of living, may be called for.
October 10 -
The right toolkit can help clients accomplish their dreams and ease the financial burden on their loved ones.
October 8 -
Students can always borrow money for school, but there are no "retirement loans" available for clients to use to fund life after work, a CFP writes.
October 7 -
Pre-retirees expect their annual health-related expenses to top $7,000 once retired, however the actual cost can be much more.
September 25 -
To bridge the gap between employer coverage and Medicare eligibility, retirees face a number of daunting choices.
September 24 -
Nearly three in four defer medical treatment, get suboptimal care to avoid deductibles or skip appointments to sidestep a bill.
September 23 -
Health savings accounts offer triple tax benefits, allowing clients wiggle room to save for rising health care costs.
September 20 -
Chances are high that one or both parents who have left the workforce ahead of their full retirement age are still working out of necessity.
September 18 -
Medicare, longevity, medical expenses — these are some of the most pressing issues facing clients.
September 1
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From surcharge brackets to prescription drug plans, advisors need to understand how Medicare works.
September 1 -
Judging from what promoters of insurance products can say in their marketing materials, not so well, writes Ethan Schwartz.
August 28 -
Many clients are “denying themselves today for fear of what could happen tomorrow,” an expert says.
August 23 -
Many pin the blame on stagnant or dwindling income, according to a new survey.
August 22 -
Clients who outlive their retirement savings are among those most at risk.
August 16 -
The cost of health care before retirement is inherently more volatile than after, according to an expert.
August 15 -
Seniors living overseas are advised to enroll before moving back to the U.S.
August 9 -
Just 62% of women are protected compared to 76% of their male counterparts, research shows.
August 8

















