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Here’s how to help prepare clients for what comes next.
November 9
Life Planning Partners -
We have the most expensive and fragmented health care in the world, so now what?
November 7
Life Planning Partners -
Shock and awe: When actual retirement health care costs soar beyond what a client had anticipated for their later years.
November 1 -
Present information in manageable doses and start with demystifying the three most common costs for retirees on standard Medicare insurance.
October 31 -
Working 30 years instead of 29 will yield a fractional monthly benefit increase — "like by 1/29th" — says an expert, who also notes how get a good idea of future benefit
October 17 -
More than 80% of women in the advisory business find the old boys’ network undercuts their professional development.
September 30 -
Investors should understand that market volatility will remain a risk to their portfolio, and investing in low-volatility funds does not guarantee protection.
September 15 -
Roughly a third of American workers don’t have a retirement vehicle, says Labor Secretary Thomas Perez.
August 26 -
Here's how to bring in the cash without paying a nickel to the government. Plus, 11 big mistakes to avoid and qualified charitable distributions that yield big benefits.
July 14 -
Eliminating the tax maximum would fix much of the program's shortfall, but it could also bring unintended consequences.
July 12 -
Mental ability for managing stress and success will make the difference.
July 12 -
Some private insurance companies now offer Medicare Advantage plans, which offer many of the same benefits as the coverage in Part A and Part B.
June 3 -
It’s important for advisers just starting a practice to understand that times may be hard, lonely and often without reward.
June 1 -
Long-term-care insurance could be bought using people's 401(k) funds and should impose no penalty for early withdrawals, say experts at the Bipartisan Policy Center.
May 27 -
About 42% of people will need some nursing home care — but long-term care insurance will pay only a tiny portion of the cost.
May 20 -
From handling the unexpected death of a partner to upgrading tech, planners give their best advice for building a successful practice.
May 18
Fidelity Clearing & Custody Solutions -
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.
August 25












