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Seniors living overseas are advised to enroll before moving back to the U.S.
August 9 -
The limit on deductible contributions to health savings accounts will jump by $50 for individuals and $100 for families next year.
May 31 -
Clients who consider contributing to their health savings accounts past their full retirement age are advised to rethink their plan.
May 17 -
Some seniors are missing out on a potential 20% tax deduction, and “no one is talking about what a wonderful retirement planning technique" it is, says an expert.
May 14 -
Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.
January 30Life Planning Partners -
Advisors have a responsibility to draw them into discussions about end-of-life financial planning.
June 26 -
It's not easy to talk about health and sickness with clients, but advisors must explain the options.
June 26 -
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