Banco Popular de Puerto Rico

There are two main options to consider. Make sure you understand the pros and cons of both.

Wealthy retirees can self-insure for long-term care needs, while poor retirees' can lean on Medicaid. But what about middle class clients?

Many seniors will rely on Medicaid to help pay the bills. Here's how advisors can help such clients protect their assets while still relying on Medicaid to cover long-term care expenses.

Retirement planning isn’t only about saving – it’s about building a framework for your clients’ lives. Here are 3 questions advisors should ask clients to help get them started.

Millennials may not yet have significant savings, but with a huge wealth transfer occurring, it's smart for advisors to show them how to get moving. Here are 3 tips to get younger clients started.

Good news: We’re all living longer. Bad news: Retirement is more complicated. Convincing clients on employers’ sponsored plans to work just a little bit longer can help get them an edge on saving. Here’s why.

Many clients and potential clients are far from being on track in saving for retirement – but does that make a happy retirement impossible? Here are three quick strategies to help get your overspending clients reaching for their credit cards a little less frequently.

Leading recruiters discuss significant upsides to teaming, and the downsides to avoid.

The global ETF market could triple by 2020, but there are still a few drawbacks that limit their growth.

The features and functionality of Financial Planning’s redesigned website