Long-Term Care Planning
How to Help Regular Clients Handle Long-Term Care Costs
By Romeo RaabeHere are ideas for the clients who don't have $5 million in liquid assets.
May 26, 2026
Life Settlement Market GrowsThe transactions brought each seller an average of more than $180,000 in extra cash.
May 21, 2026
Life Insurance and Annuities Have Changed. So Should the AdviceThere are more versions of the tools, more options, and more items that need regular reviews.
May 19, 2026
When Everything You Built Is on the LineAn advisor saw what business overhead expense can do up close.
May 06, 2026
Small Annuity Decisions, Big Tax ConsequencesHave you ever thought about when a client should draw cash from a non-qualified annuity?
April 30, 2026
A Lack of Financial Literacy Is Just One of Americans' ProblemsAnother is the tendency for some people to just sit there and worry.
April 30, 2026
Medicare's Donut Hole Closed, but Enrollees Still Have Bills to PayFor many retirees, the prescription drug expenses peak at beginning of the year.
April 22, 2026
When Volatility Rises, Ladders Add StabilityThese investment strategies can also address interest rate risk.
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