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The program could see benefit cuts and undergo significant changes in the future, and this poses a problem for seniors who depend on it for their main source of retirement income.
December 5 -
Sometimes a planner's advice can go awry, despite best intentions.
August 25Taatjes Financial Group -
Up to 85% of retirement benefits might be taxed if their combined income exceeds a certain threshold.
August 14 -
Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.
August 10 -
Clients making arrangements for family caregivers need to communicate their plans to other relatives to avoid squabbles down the road.
July 30 -
As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.
May 16 -
While seniors are often encouraged to lead an active lifestyle in retirement, too much activity may do more harm than good, according to one professor.
April 24 -
Here's four reasons your business might be struggling and what you can do about it.
February 5 -
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Clients ask: "Will I run out of money?" Here’s how planners can confidently tell them "no." Like every approach, however, there are a few drawbacks.
December 18