Posted Dec. 29, 2017
When Powers of Attorney Aren’t Enough (Social Security)
When Powers of Attorney Aren’t Enough (Social Security)

Why It Matters: Rules over powers of attorney and health care directives can vary by state. Clients handling a loved one’s Social ... More

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Posted Jan. 5, 2018
Skyrocketing Costs of Dementia: What It Means for Clients
Skyrocketing Costs of Dementia: What It Means for Clients

Why It Matters: The average lifetime cost of care for dementia has skyrocketed to an estimated $322,000. Forty-three percent of unpaid ... More

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Posted Dec. 27, 2017
2018 Medicare Costs at a Glance
2018 Medicare Costs at a Glance

Why It Matters: Medicare Part B premiums can be more than $400 per month for even more of your wealthiest clients in 2018. Clients ... More

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Posted Dec. 22, 2017
5 Key Must-know Answers About Life Insurance
5 Key Must-know Answers About Life Insurance

Imagine it, you sit down with your clients to discuss their financial strategy for the coming year and instead of their IRA or stocks, ... More

610
Posted Dec. 15, 2017
Estate Planning Basics: Setting up Trusts
Estate Planning Basics: Setting up Trusts

Why It Matters: Using an irrevocable trust to reduce estate taxes can allow your clients’ heirs to hold on to more assets. You can show ... More

751
Posted Dec. 11, 2017
8 Client Milestones That Matter to You
8 Client Milestones That Matter to You

What do the following client ages have in common? 50, 55, 59½, 60, 62, 65, 66, and 70½ Each marks an important milestone in your ... More

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