Black caregivers carry the weight during the pandemic COVID-19 has been a source of physical, emotional and financial stress for Black caregivers Client outcomes February 19, 2021 caregivinghealth careLong-term careretirement planning
AI’s impact on longevity risk: Can clients afford it? AI is poised to help us live longer, healthier lives. Can clients afford it? Client outcomes July 28, 2023 client relationshipsinvesting strategiesretirement incomeretirement planning
The chicken or the nest egg: talking to clients about saving during inflation It’s a near certainty that prices will continue to rise indefinitely regardless of actions taken by the Fed or other political leaders. Therefore, its vital to utilize an approach to savings with your clients that embraces the reality of inflation. Client outcomes June 8, 2023 client relationshipsincome planningretirement planning
Discussing LTC coverage within the unknowns of state mandated LTC programs Learn more about LTC Coverage within the Unknowns of State Mandated LTC Programs Client outcomes April 28, 2023 Long-term care
7 tips to help your client consider where to retire Many retirees won’t be able to find the “perfect” location that checks every box for retirement, so it’s essential to identify the factors they find most important to their lifestyle. Client outcomes March 10, 2023 retirement planning
Women investors’ economic concerns: How financial professionals can help Nationwide’s eighth annual Advisor Authority survey, powered by the Nationwide Retirement Institute, provided plenty of insight into the current concerns of women investors. Client outcomes March 6, 2023 client relationshipsretirement planningwomen in retirement
Buying LTC Insurance can be similar to buying a car There are many factors you look at when buying a car that go beyond style, color and comfort. You are looking at price vs. value, mileage, extra options, holding value, and expected length of use. In addition, the purpose of the vehicle matters. Perhaps a reliable car is all you need, but if you need a workhorse of a vehicle, you might choose an SUV or truck. All of these same factors go into making a decision about which LTC policy may work best for you. Client outcomes February 23, 2023 income planningLong-term care
Consumers’ interest in life insurance continues to rise Help protect your loved ones with life insurance. Client outcomes October 13, 2022 life insuranceretirement income
Using the 4% rule correctly may also mean you need to break it We’ve all heard of the 4% rule in retirement. But using it effectively—especially in today’s environment—may mean using it as more of a benchmark than a hard-and-fast rule. Client outcomes August 2, 2022 income planninginflationinterest ratesinvesting strategies
Legacy and estate planning checklist guide for financial professionals’ clients Here are three things for your clients to consider when making an estate and legacy plan. Client outcomes October 27, 2021 estate planninghealth carelegacy essentialsLong-term care
