The costs of long-term care and its corresponding insurance are only expected to get worse, but there are several alternatives to make sure clients get the care they need.
The new healthcare exchanges coming Oct. 1 could present an opportunity for pre-retirees who don’t have group health insurance.
Kimberly Foss, President of Empyrion Wealth Management on advising women on retirement and estate planning issues.
The only sure-fire formula for determining a perfect retirement withdrawal rate is one that concedes formulas alone are not good enough.
Don’t let clients’ dream retirement home turn into a nightmare.
When it comes to life insurance, rarely does one size fit all. So why not tailor a policy to fit your client’s investment and estate plans?
The standard method of projecting a client’s spending pattern may have them saving too much.
A nonresident alien may need to obtain a U.S. individual taxpayer identification number
