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Cases often go unreported because many times seniors are too embarrassed.11h ago
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Proactive measures, like rethinking the index used to assess seniors’ cost of living, may be called for.October 10
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The right toolkit can help clients accomplish their dreams and ease the financial burden on their loved ones.October 8
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Students can always borrow money for school, but there are no "retirement loans" available for clients to use to fund life after work, a CFP writes.October 7
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Pre-retirees expect their annual health-related expenses to top $7,000 once retired, however the actual cost can be much more.September 25
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Nearly three in four defer medical treatment, get suboptimal care to avoid deductibles or skip appointments to sidestep a bill.September 23
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Guiding them through the fine print of narrow networks, deductibles and copays could become a key differentiator.July 8
Director of PlanningLife Planning Partners
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Superstitions with catchy phrases persist.June 24
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Clients are advised to start looking for coverage in the marketplace, which will be open for 2019 enrollment from November 1 through December 15.July 31
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Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs.May 17
Director of PlanningLife Planning Partners
