Longevity strategies

These trends are expected to be at the top of RIA agendas next year, says Fidelity's David Canter.

Your clients’ generous intentions can actually work against them. How to help navigate a thorny but navigable issue.

Advisers should ask key questions to best estimate how much retirement savings is really needed

A trusted adviser’s job is to construct an appropriate asset allocation, identify all risks and tailor custom solutions.

Advisors are now helping clients think about living to 100 and beyond.

As clients live longer than ever anticipated, advisors face new challenges in helping them prepare for the future.

Many seniors will rely on Medicaid to help pay the bills. Here's how advisors can help such clients protect their assets while still relying on Medicaid to cover long-term care expenses.

Wealthy retirees can self-insure for long-term care needs, while poor retirees' can lean on Medicaid. But what about middle class clients?

There are two main options to consider. Make sure you understand the pros and cons of both.

While long-term care insurance can be a good way to protect your clients’ assets, the coverage can cost an arm and a leg. Spousal sharing is one strategy to consider to help reduce the cost.