Five Ways to Pay for Long-Term Care without Going Broke
A recent study by the Social Science Research Network found that Americans over 65 are filing for bankruptcy at a record clip. From...
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Wanted: Innovative Solutions to Providing Long-Term Care
Let’s say you want to live forever: not on the Heavenly plain, but right here on messy, familiar Earth. If we could provide a pill...
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The Collecting Bug and Estate Planning: How to Pass on Your Treasures
It’s a tricky matter. Clients spend years collecting objects that please their eyes and comfort their souls. Valuable porcelain...
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Mere Mortals: The Limits of Longevity Gains
Americans are living longer and enjoying better health than in any period in our history. This trend is well understood by the...
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How to Save a Foundering Life Insurance Policy
If a client has a cash value life insurance policy, they probably feel pretty secure. Even if they run into financial trouble, they...
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Four Ways to Use Life Insurance in Retirement Planning
Life insurance policies exist in a goodly number of flavors to provide coverage for myriad life needs. Some policies cover income...
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Year-End Steps to Help Clients with Retirement Planning
Financial advisors need to be wary this time of year, particularly when assisting clients who are deep into retirement planning...
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Family Wealth and Ways to Keep It
Preserving wealth is the keystone of all financial planning. When planning an estate, it is especially vital, as it touches on the...
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Like He Never Left: Controlling Your Estate After Your Demise
It isn’t as odd – or cold – as it sounds: many people want to exercise a measure of control over estate and heirs after they’ve...
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Take Your Choice of Two Successful Niche Strategies
The results are in: advisors who concentrate on niche client groups do more business than the generalists. This comes from a study...
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Businesses Can Leverage Benefits from Long-Term Care Policies
We’ve spent the past few weeks talking about an innovative long-term care insurance product that allows two people with an...
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Siblings Can Save on Long-Term Care Insurance
For the past few weeks, we’ve been talking about innovations in the long-term care space. Long-term care coverage can be enormously...
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Transforming a Traditional Estate Plan into a Legacy
Responsible parties taking comfort in the fact that they’ve already gone the distance and created a traditional estate plan – a...
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Life Insurance: Getting It Just Right
How much life insurance does a client need? It’s bad enough to have too little, but the harm caused by having too much is sometimes...
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Tips on Becoming a Master of Marketing
Our featured article offers nine solid tips to help busy businesspeople maximize their marketing efforts. Let’s jump right into it...
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Financial Planning When Dealing with Dementia
The author of our featured article tells a personal tale of his father’s advancing senile dementia and how his family responded in...
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