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Health insurance
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Helping clients when health care costs (and anxiety) are high
Carolyn McClanahan
Director of Planning
Life Planning Partners
Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs.
How advisors can best serve clients after a cancer diagnosis
Advisors must be prepared with tax and planning strategies to help when clients fall ill.
Kitces: When and how to deduct long-term care insurance
The right strategy can save clients thousands of dollars, although the options are complicated.
How firms are preparing for soaring health care costs
Help could be on the way for retirement-age clients asking prickly questions about coverage options.
Obamacare tax that wealthy clients have managed to avoid: Tax Strategy Scan
High-net-worth clients can side-step this Affordable Care Act tariff if they opt to place their investments in an S corporation. Here’s how.
Possible Obamacare repeal worries advisors and clients
Gap in coverage concerns older clients; planners are also taking a closer look at HSAs.
Voices
4 ways Trump's win affects health care planning
Carolyn McClanahan
Director of Planning
Life Planning Partners
Here’s how to help prepare clients for what comes next.
Think outside the box when seeking clients
How some firms bypass traditional methods and offer points and rewards programs.
Navigating the retirement health care maze with clients
Present information in manageable doses and start with demystifying the three most common costs for retirees on standard Medicare insurance.
How will clients pay for long-term care?
About 42% of people will need some nursing home care — but long-term care insurance will pay only a tiny portion of the cost.
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