Retirement Before 65: How to Pay for Health Costs Until Medicare Kicks In
By Roger WohlnerMore than half of workers retire before reaching Medicare age. Here's how advisors can help.
February 27, 2026
How AI Can Tame Wealth Managers' Tech MonstersThe technology can serve as connective tissue that eliminates the need to force advisors onto a single platform.
February 25, 2026
How to Avoid IRS Pitfalls When Borrowing From YourselfSolo 401(k) owners can take out loans from their retirement savings, but it's important to understand tax rules.
February 20, 2026
Debate: Should Limits on ACA Health Plan Designs Be Repealed?The Centers for Medicare & Medicaid Services have proposed allowing more nonstandardized plans in the ACA insurance marketplace.
February 19, 2026
How Working in Retirement Affects Social Security, MedicareWhile the benefits of continuing to work often outweigh any resulting financial complications, prepare clients for these issues.
February 19, 2026
6 Keys to Guiding Families Through Financial CaregivingIn high-net-worth families, decisions involve not just money but privacy, control, family dynamics and legacy.
February 18, 2026
How Losing a Job After 50 Affects Retirement PlanningIf your client finds themselves heading toward full or partial retirement sooner than expected, here's how to help.
February 18, 2026
4 Musts in the Next Era of Advisor TechIt isn't about simply adding more software — it's about rebuilding the core systems that drive advice.