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Retirement

Common Client Retirement Mistakes & More

As Americans become more aware of the need to develop sound retirement plans, the financial services profession is responding by making an increased effort to get educated on...

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Retirement

Silver Divorce: Retirement Income Planning for Late Life Divorcees

Silver divorce – divorce among adults aged 50 and older – is booming. A study by the National Center for Family and Marriage Research at Bowling Green State University shows...

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Retirement

The Financial Advisor’s Guide to Helping Senior Clients Select Medicare Benefits

When was the last time you researched Medicare benefit options for your clients? Upon their 65th birthday, retirees must make critical choices regarding coverage that can...

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Retirement

Follow the Rules to Leverage Important Benefits of Medicare for Your Clients

A 65-year-old couple can expect to pay around $260,000 in medical costs during retirement, and advisors should be ready to help clients prepare for this expense by taking...

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Retirement

Explaining and Optimizing Military Clients’ New Retirement Benefit Options

For the first time in history, military personnel who don’t reach the traditional 20-year service milestone will be entitled to retirement benefits. Starting January 2018,...

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Retirement

Will the Long-Term Care Insurance Revival Affect Your Retirement Income Advice?

Long-term care insurance (LTC) has suffered a decimating blow in recent years. Stories of non-payment to policyholders, rising plan costs, and bankrupt carriers have plagued...

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Retirement

Stop Financial Elder Abuse with Ethical and Educated Retirement Income Planning

Beyond bear market possibilities, implications of the DOL's fiduciary rule, and how to create a retirement income strategy that provides sustainable income, financial advisors...

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Retirement

How Much of Your Client’s Retirement Income Should Be From a 401k?

As fewer retirees receive retirement income from traditional pension plans, the role of 401(k) plans is becoming more important. Assets in defined contribution plans comprise...

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Retirement

Pros and Cons of 6 Fee-Based Options for Financial Advisors

One of the biggest changes in the financial services profession since the Conflict of Interest Rule was finalized has been the shift from traditional commission-based...

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