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The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.November 11
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When searching for the right plan, it is important that retirees assume their health will one day change.October 18
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Cases often go unreported because many times seniors are too embarrassed.October 15
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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
