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When clients begin to decline, advisors should be cautious about family members who might exploit them.

Clients know that profits don’t always point up all the time. Don’t try and fool them.

Why one planner helps clients with everything from finding long-term care to community resources.

Galentine is a former editor-of-chief of Employee Benefit Adviser.

Joe Markland is CEO of Nfor1, an HR and benefits company.

Workers and employers would benefit from a phased retirement, but only one in four workers aged 55 and older have such an option; Plus, clients should avoid being dogmatic about withdrawals.

Andrea Davis is the former editor-in-chief of Employee Benefit News, the leading publication for the employee benefits industry. An award-winning journalist and editor, Andrea has covered the employee benefits landscape in the U.S. and Canada for 15 years.

Filing expected Sunday; advisors expected to receive distributions through retention packages.

Ludwig, ChFC, AIF, CRPS, is an LPL Financial adviser with LHD Retirement.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Keneipp is a partner and coach at Q4intelligence, driving agency transformation.