Six ways to help clients prepare for a longer retirement
June 19, 2019
With these strategies, you may be able to lessen the anxiety your clients feel about making their money last.
Retirement income planning
Ways to reduce taxable income for small business owners
March 15, 2019
In the last year, most small businesses saw tremendous growth, thanks in part to an increased acceptance of the gig economy model — using freelancers and contract employees — and the recent tax reform bill. These small business owners now have more taxable income — and can benefit from advice on how to lower it.
Health + wealth = A winning combination
January 24, 2019
Health and wealth are inexplicably intertwined throughout every individual’s life. That phenomenon certainly continues into retirement. Learn what your clients should consider.
Help your clients prepare for healthcare costs after retirement
October 11, 2018
Upon signing up for Medicare, many people are surprised to learn that there are costs involved with the program. Despite uncertainties, we can help you help your clients plan for their health care costs and incorporate them into a comprehensive retirement plan.
HSA Myth Buster
October 4, 2018
Health Savings Accounts (HSAs) are pre-tax savings accounts available to those enrolled in high-deductible health plans (HDHP) and are becoming an increasingly popular vehicle with which eligible individuals can both pay for current medical expenses and save for health care expenses in retirement. However, certain myths or misunderstandings about HSAs may be preventing those eligible or enrolled from taking full advantage of this unique saving opportunity. As your clients’ trusted advisor, you have an opportunity to help clarify these misconceptions.
Unplanned Costs: health care is one of the top retirement expenses for women
September 20, 2018
Our analysis found that the average woman claiming Social Security benefits at age 62 could spend about 75 percent of her monthly benefits on health care and long-term care expenses in retirement — leaving only a quarter of each check for other essentials, like housing and food. Is your client prepared?
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