Help Clients Fund a Parent's Care Without Sinking Their Own Retirement
By Rob BurgessCareful investment and tax planning can help clients cover expenses while preserving their assets.
October 14, 2026
NARSSA Announces Inaugural Social Security SummitThe event takes place on Nov. 9, the first day of the NAIFA conference in Las Vegas.
October 04, 2026
Long-Term Care Planning Is About Asset ProtectionAdvisors can talk to clients about portfolio exposure from long-term care.
October 02, 2026
12 States Where $250K for Long-Term Care Runs Out FastestEven wealthy seniors could drain assets relatively quickly in these locations, CareScout finds.
September 30, 2026
How to Help Couples With Big Age Gaps Plan for RetirementA longer horizon can have implications for asset allocation, Social Security, taxes and long-term care planning.
September 24, 2026
12 States Where $250K Lasts Longest for Long-Term CareAging Americans face distinct challenges planning for such care no matter where they live, CareScout finds.
September 23, 2026
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A Tax-Free Way to Fund Long-Term CareClients who don't want standalone LTC coverage might consider a "hybrid" life or annuity contract.
August 27, 2026
New House Bill Could Let Medicare Enrollees Contribute to HSAsBudget analysts have estimated that the popular measure would cut federal tax revenue by $8.5 billion over 10 years.