The Legal Side of Health Care in Retirement
With a cursory knowledge of wills, trusts, powers of attorney and Medicaid, you can help clients and their families plan intelligently.
Preparing Clients for Family Caregiving
With proper planning, clients, their parents and their children can preserve their assets and make the most of the situation.
Covering Retirement Health Care Costs With a Reverse Mortgage
With its standards updated, reverse mortgages can be extremely useful for paying for health care while protecting other assets and income streams.
Clarifying the Options for Long-Term Care
From in-home help to full-time nursing care, a wide range of services are available, each with pros, cons and varying costs.
Health Care Coverage for Self-Employed Retirees
Given the growing prevalence of self-employment, contract work and consulting, these are situations every advisor should understand.
Is Long-Term Care Insurance Still Viable? Key Considerations for Retirees and Advisors
Given the alternatives that have emerged, many clients and advisors are questioning whether traditional LTCI is still viable.
Involving Clients’ Families Can Contribute to the Late-Life Health Care Conversation
Bringing family members in for a meeting or phone consult isn’t always easy, but it’s well worth the effort for all parties involved.
Aging in Place: Considerations for Retiree Clients
Aging in place is not without its costs — nor is it feasible for every retiree.
Educating Clients on Preventive Care: What Retirees Need to Know About Medicare’s Services
Given rising health care costs and growing uncertainty over preexisting conditions, proactive health management can protect a nest egg in retirement.
Helping Late Starters with Long-Term Care
Advisors are faced with the challenge of helping retirees with sudden, unplanned-for long term care needs.