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  Having a long-term care (LTC) conversation at your holiday gathering

  The holidays are on the horizon, and for some families, it is a rare opportunity to be gathered together in one location. With the right strategy and some thoughtful planning, a holiday can be the perfect time to discuss LTC and elder care planning.

  Beyond Investing November 15, 2022

  • health & longevity planning
  • Long-term care
  • practice management
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  Long-term Care, the Double-Edged Sword for Women in 2022

  With advanced thought and planning, help them ease financial challenges they may face as caregivers.

  Client outcomes May 23, 2022

  • Long-term care
  • retirement planning
  • women in retirement
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  Connecting health and wealth for a better financial future

  Positive lifestyle choices have a financial benefit by helping to manage future health care costs.

  Client outcomes October 6, 2021

  • client relationships
  • health care
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  How Medicare impacts a client’s retirement income

  Medicare can be a complex topic. We’re here to help you sort through your options in order to navigate the basics of coverage and enrollment.

  Client outcomes July 14, 2021

  • health care
  • Medicare
  • retirement planning
  • Social Security
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  What to consider when discussing Medicare enrollment with clients

  Those who work past 65 may consider delaying enrollment in Medicare and should be asking certain key questions.

  Client outcomes June 16, 2021

  • health care
  • income planning
  • Medicare
  • retirement planning
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  The ABCs and 123s of Medicare: A few of the basics you should know to make informed decisions

  Breaking down a few of the basics of Medicare – how it works, what it covers and who is eligible to enroll

  Client outcomes May 5, 2021

  • health care
  • Medicare
  • retirement planning
  • Social Security
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  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

  • caregiving
  • health care
  • Long-term care
  • retirement planning
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  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 relationships
  • investing strategies
  • retirement income
  • retirement planning
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  Summer heats up for job gains

  Weekly Review: Another surge in job gains for July

  Economic Commentary August 9, 2021

  • consumer spending
  • economic growth
  • housing market
  • inflation
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  Hiring accelerates but labor supply still a concern

  Weekly Review: Sharp uptick in payroll gains for May

  Economic Commentary June 7, 2021

  • consumer spending
  • economic growth
  • housing market
  • inflation