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Key issues to consider when strategizing clients' future financial health.
June 28 -
Under the current estimate, 2034 is the year when the administration can no longer pay full benefits. But the program should still be able to pay three-quarters of benefits at that time and for decades afterward.
June 24 -
These strategies can help clients with challenging drawdown decisions
June 24 -
Your clients’ generous intentions can actually work against them. How to help navigate a thorny but navigable issue.
June 23 -
Whether clients are making 529 plan distributions, a direct tuition payment or an in-kind gift, for grandparents, timing is everything.
June 20 -
Retirees diagnosed with serious health concerns should adjust their expectations on how they should spend their time and money.
June 19 -
Missed compounding opportunities, steep taxes and penalties and the possibility of forced early retirement, that's why.
June 15 -
Women tend to outlive their spouses. At the same time, they are undersaving and underearning. How can advisers help?
June 15 -
Spouses are generally entitled to Part A hospital coverage from the government program if the worker meets certain requirements.
June 13