Life insurance

  • Many clients would prefer to stay in their homes as they age -- for both emotional and financial reasons. In-home care costs much less than facilities-based care, and those costs are rising at a slower pace.

    May 21
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  • Unknown health care costs are regarded by many as the biggest threat to retirement plans. At the same time, shifts in the industry are changing advisors' options to help clients plan for the costs of extended health care. Here are the most critical factors advisors should keep in mind about long-term care.

    September 22
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