Post-Retirement Health Care: A Quarter-Million-Dollar Dilemma
Many of your clients retiring this year are likely to incur about $240,000 per couple in out-of-pocket health care expenses during retirement. How do you advise them to cover these expenses on a fixed income?
8 Ways to Give Your Clients a Tax Cut
Reminders on trimming your clients’ tax burdens now, taking advantage of the IRC and market volatility, and how you can remind them of your value while doing so.