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Health and wellness
Planning challenge: Aging clients, no kids, assisted living required
Planners can help empower clients facing a transition that can feel "lonely and daunting."
Health-related tax planning mistake most baby boomers make: Tax Strategy Scan
Many are unaware that they are responsible for a majority of their medical expenses, aside from premiums and coinsurance costs.
A tool to help clients become healthier — and save money
A data firm and a hospital network are betting that advisors can utilize precise cost forecasts for clients' health needs.
The most expensive states for a private room in a nursing home
Where your client resides may determine how much they'll need to pay.
Where in-home health aides cost the most
The cost of home care is up over 6% this year nationwide. Are your clients living in an even more expensive state?
Why health care needs to be part of a financial plan
Advisors are in trouble if they neglect a client’s health needs.
10 Signs of Diminished Capacity
As the nation's 76 million baby boomers retire and live longer, advisors can expect to encounter more clients with memory and cognitive issues. Here are some of the red flags advisors should watch for.
