-
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 9Life Planning Partners -
How some firms bypass traditional methods and offer points and rewards programs.
November 4 -
Present information in manageable doses and start with demystifying the three most common costs for retirees on standard Medicare insurance.
October 31 -
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