Playbook

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.

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.

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.

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.

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.

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

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

While long-term care insurance can be a good way to protect your clients’ assets, the coverage can cost an arm and a leg. Spousal sharing is one strategy to consider to help reduce the cost.