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At some point, the decision to move on to facility might be necessary for your client. We break down the differences between assisted living and nursing homes to help you discuss with your clients which might be the better fit for them.
Growing interest in lifetime income solutions opens new opportunities for retirement plan advisors and consultants. Those who are knowledgeable about in-plan lifetime income options can build trust and grow their book of business while helping clients solve a critical challenge.
Even though most farmers do not plan to “retire” in the same way that most non-farm workers may, they still need help making decisions around Social Security and Medicare, which is a critical part of any comprehensive retirement income plan.
More clients are strategically using HSAs, and it is likely that you may have some questions on how you can best help your clients. Here are some answers on FAQs around HSAs.
During these uncertain times, clients will need your help to come up with a holistic financial plan. Here’s some of our top takeaways to help your clients with their financial planning and long-term goals.
Commentators have argued against using an annuity in an IRA for various reasons. The argument goes that because an IRA already receives tax deferral, any additional expense associated with placing an annuity inside it is unnecessary. On its face, these observations may make some sense. However, a deeper look into the issue may provide some surprises.
NFM-17768AO
