Social Security’s File and Suspend Has Come to an End
If you’re serving clients who planned to use this strategy, it’s important to understand the alternatives.
Insurers Leaving the ACA Marketplace: Should Your Clients be Concerned?
To allay clients’ fears and help them make financially sound health care decisions, advisors will need to stay abreast of the unfolding situations.
Is the HSA the Ideal Retirement Savings Vehicle?
While 401(k)s, IRAs and annuities have plenty to offer, pre-retirees and middle-aged workers would be wise to consider health savings accounts.
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.