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Health savings accounts offer triple tax benefits, allowing clients wiggle room to save for rising health care costs.September 20
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Parents are advised to take advantage of charitable and nonprofit support programs when preparing for the future of a special needs child.September 19
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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
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To correctly identify their risk tolerance, clients must not only understand how to react to risk, but also how the market environment and investment experience have impacted them.September 10
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Age discrimination, unpredictable life shocks and involuntary retirement casts serious doubt on the “work longer” thesis.September 4
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Clients adding investments other than target-date funds to their 401(k) or 403(b) could potentially hurt their bottom line.September 3
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Do your clients have their ducks in a row?August 29
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“The big issue here is being able to maintain your standard of living,” an expert says.August 28
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The next generation can assist loved ones with applying for financial assistance, reducing expenses and developing a financial plan.August 27
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The more involved in designing a comprehensive plan alongside an advisor, the better prepared couples will be, an expert says.August 26
