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 April 6, 2018
5 Ways to Open a Conversation on Advance Directives
5 Ways to Open a Conversation on Advance Directives

It’s been a few years since we started working with the Massachusetts Institute of Technology AgeLab on financial strategies for ... More

292
Posted March 23, 2018
Ushering in a New Era of Wealth + Health
Ushering in a New Era of Wealth + Health

Why It Matters: Clients in your book of business may live longer than you expect. The number of Americans living to 100 jumped 45% from ... More

475
Posted March 16, 2018
What Clients May Forget at Tax Time
What Clients May Forget at Tax Time

Why It Matters: It’s easy for clients to miss a recent change in the tax laws or forget to make a tax-advantaged contribution. Clients ... More

627
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

1056
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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