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It's not easy to talk about health and sickness with clients, but advisors must explain the options.
June 26 -
Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.
June 21 -
Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.
June 20 -
Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.
June 7 -
The health-care program for the elderly and disabled covers about 58 million Americans.
June 5 -
Advisors should coach their clients not only on their finances, but on health care options, as well.
May 29Mercer Advisors -
Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs.
May 17Life Planning Partners -
A recent report from Democrats on the Joint Economic Committee says that Social Security is being threatened, and the federal government should consider modernizing and enhancing the program.
April 27 -
Even if a client does not use the triple tax advantage of these accounts, the benefits are still valuable.
April 13 -
Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.
March 9