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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 -
Pre-retirees expect their annual health-related expenses to top $7,000 once retired, however the actual cost can be much more.
September 25 -
Nearly three in four defer medical treatment, get suboptimal care to avoid deductibles or skip appointments to sidestep a bill.
September 23 -
The cost of health care before retirement is inherently more volatile than after, according to an expert.
August 15 -
Guiding them through the fine print of narrow networks, deductibles and copays could become a key differentiator.
July 8
Life Planning Partners -
Superstitions with catchy phrases persist.
June 24 -
Dave Grant thought he’d seen it all as an advisor. Then an investment review meeting turned deadly serious.
March 30
Retirement Matters -
The startups competing at XY Planning Network's fintech competition say they're solving RIA practice concerns that the industry has failed to address.
September 26 -
The right health insurance is all that’s needed to use this triple-tax advantaged savings account.
August 2 -
Clients are advised to start looking for coverage in the marketplace, which will be open for 2019 enrollment from November 1 through December 15.
July 31 -
Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs.
May 17
Life Planning Partners -
A data firm and a hospital network are betting that advisors can utilize precise cost forecasts for clients' health needs.
January 26 -
Advisors are in trouble if they neglect a client’s health needs.
September 14 -
Actually, there’s a third answer, says planner Victoria Konrad.
September 7 -
Advisors must be prepared with tax and planning strategies to help when clients fall ill.
August 30 -
The right strategy can save clients thousands of dollars, although the options are complicated.
July 24 -
Help could be on the way for retirement-age clients asking prickly questions about coverage options.
July 11 -
High-net-worth clients can side-step this Affordable Care Act tariff if they opt to place their investments in an S corporation. Here’s how.
March 10 -
Gap in coverage concerns older clients; planners are also taking a closer look at HSAs.
January 20 -
Here’s how to help prepare clients for what comes next.
November 9
Life Planning Partners















