Hospice Care and Medicare: LTCI Insider
By Margie BarrieBilling for end-of-life care can be confusing, even for a veteran long-term care planner.
November 23, 2020
Preparing Clients for a Quick Estate Planning PivotThe direction of the wind in Washington could change quickly. Here are ideas about how to handle that.
November 16, 2020
What if the Supreme Court Overturns the ACA?There are a few viable paths that the justices could use to uphold the law, but here's what to know if they don't.
November 10, 2020
How to Help Newly Retired Clients Avoid Medicare Sticker ShockWith some planning, advisors can help clients reduce Medicare Part B premiums, which are based on a 2-year lookback.
November 10, 2020
How New SEC Proxy Voting Rules Affect AdvisorsRevised amendments mean advisors who proxy vote or work with proxy advisors need to be careful.
November 04, 2020
Is PPP Loan Insurance Right for Your Small-Business Client?A new class of PPP loan insurance could help small-business owners mitigate their potential exposure down the line.
October 28, 2020
What's Really Guaranteed With Fixed Rate Annuities?You can get a multi-year guaranteed annuity yielding more than 3%. Is it too good to be true?
October 27, 2020
PPP Loan Forgiveness: SBA Offers Relief for Small Loan RecipientsClients who borrowed $50,000 or less are eligible and should be advised about what this valuable option can (and cannot) do.