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Although the federal penalty was axed for those who failed to register for a plan, some states will continue to impose the coverage mandates.
January 21 -
“The advice I give is to calculate the financial impact for each option,” an expert says.
January 15 -
They are triple-tax advantaged, but also introduce significant challenges — especially for life partners with multiple accounts.
December 20 -
The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.
November 11 -
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When searching for the right plan, it is important that retirees assume their health will one day change.
October 18 -
Cases often go unreported because many times seniors are too embarrassed.
October 15 -
Proactive measures, like rethinking the index used to assess seniors’ cost of living, may be called for.
October 10 -
The right toolkit can help clients accomplish their dreams and ease the financial burden on their loved ones.
October 8 -
Students can always borrow money for school, but there are no "retirement loans" available for clients to use to fund life after work, a CFP writes.
October 7