Retirement Planning

Achieve financial independence through retirement planning and senior wealth planning strategies.
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The 10 Most and Least Tax-Friendly States for Retirees

Dec 01, 2018

Where retirees live can greatly affect their tax bill.

Retirement 101: Roth IRAs

Nov 30, 2018

Basically, everyone who can have one should have one. Here’s why.

Four Questions to Ask Clients Before Retiring Their Mortgage

Nov 30, 2018

A seemingly sensible strategy might not be so smart.

Will Individuals With Disabilities Be Forced Into Nursing Homes?

Nov 28, 2018

New CMS notice may cause major upheaval for clients receiving services and support in their homes.

Driving Engagement and Opposing Forces

Nov 28, 2018

Reconciling the shift toward automation with the goal of increasing engagement.

The Dangers of Saving for College Instead of Retirement

Nov 27, 2018

Parents need to focus on their own goals first.

Pros and Cons of Converting to a Roth IRA

Nov 21, 2018

Martin Shenkman and Jonathan Blattmachr discuss whether clients should convert their IRAs to Roth IRAs.

United Capital Partners With Medicare BackOffice

Nov 21, 2018

The firm’s advisors will now have a trusted partner in addressing clients’ Medicare questions.

Advising a Caregiver? They Need Your Help, Survey Finds

Nov 20, 2018

Medicare and long-term care anxieties can debilitate caregivers; with the right knowledge, advisors can take care of the caregivers.

Live Long and Face Financial Hardship?

Nov 19, 2018

Running out of savings in retirement is a real concern for many Americans, according to a Wells Fargo report, but coaching clients to have the right mindset can help.

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Retirement Planning

Achieve financial independence through retirement planning and senior wealth planning strategies. Don’t miss a moment of retirement planning news. Join our free Retirement Plan Advisor e-newsletter today.

Achieve financial independence through retirement planning and senior wealth planning strategies.
Don’t miss a moment of retirement planning news. Join our free Retirement Plan Advisor e-newsletter today.