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  Health care costs resume their rise after a COVID-related pause

  COVID-19 brought a reprieve on the amounts spent on health care. But it’s worth taking the time to examine what brought that slowdown and why it’s only temporary.

  Client outcomes August 8, 2022

  • habits
  • health care
  • inflation
  • Long-term care
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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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  Medicare 101: Understanding Healthcare in Retirement

  Help your clients know where to start when it comes to Medicare planning with these Medicare 101 basics.

  Client outcomes October 13, 2021

  • health care
  • Medicare
  • retirement planning
  • Social Security
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  Markets pause on a rebound in cases

  Equity markets have paused following an impressive run to record levels

  Capital Market Impact July 19, 2021

  • economic growth
  • investing strategies
  • market commentary
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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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  Are enhanced jobless benefits holding back growth?

  COVID-relief stimulus is changing. How will it affect the economy?

  Capital Market Impact May 26, 2021

  • economic growth
  • investing strategies
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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