Protecting Your Clients From Financial Abuse Buy now for $29 Overall Rating: 4.8 / 5 Protecting Your Clients From Financial Abuse – Bob Mauterstock Elder financial abuse is a growing problem creating annual losses to families estimated to exceed $2.9 Billion per year. As retiring boomers become part of this population the problem is expected […]
10/12/2022 Maximizing Your Clients’ Social Security Rebroadcast at 12-1 PM EDT Buy now for $29 Overall Rating: 4.7 / 5 Maximizing Your Clients’ Social Security – Matthew Allen With over 10,000 baby boomers claiming their Social Security each day for the next twenty years, you are going to receive many Social Security questions. The average […]
Advance Care Planning: A Critical Component for Building Client Relationships Buy now for $29 Overall Rating: 4.7 / 5 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley Each day, 10,000 people turn 65. As the population ages, there are more life transitions to assist in helping clients navigate complex health […]
Medicare 101 – The As, Bs, Cs, and Ds of Medicare Buy now for $29 Overall Rating: 4.3 / 5 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher Whether a person is turning 65, working, not working or retiring after age 65, the maze of Medicare is a mixture […]
Building a Generational Practice with Extended and Long Term Care Buy now for $29 Overall Rating: 8.5 / 10 Building a Generational Practice with Extended and Long Term Care – Carroll Golden Combine an aging population, increasing longevity, a shrinking birth rate and we have real insight into an emerging caregiving tsunami. COVID-19 has shown us […]
A Platinum Retirement Challenge – Gray Divorce Buy now for $29 Overall Rating: 4.5 / 5 A Platinum Retirement Challenge – Gray Divorce – Lili Vasileff Every 10 seconds a Boomer turns 60 years old. Gray divorce is what many boomers face. Among U.S. adults over age 50, the divorce rate has doubled since 1994. […]
Impact of Retirement Age Uncertainty on Retirement Outcomes Buy now for $29 Overall Rating: 4.5 / 5 Impact of Retirement Age Uncertainty on Retirement Outcomes – David Blanchett While encouraging planners to consider modeling early retirement to ensure clients are prepared, Blanchett’s award-winning research addresses the implications of retirement age assumptions and the impact on […]
Understanding How Different Types of Annuities Work Buy now for $29 Overall Rating: 4.4 / 5 Understanding How Different Types of Annuities Work – Wade Pfau Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns that is unavailable for an investment portfolio. But there are many […]
Advisor’s Guide to Health Savings Accounts: Differentiate Yourself Buy now for $29 Overall Rating: 4.7 / 5 Advisor’s Guide to Health Savings Accounts: Differentiate Yourself – Kelley Long Funding healthcare costs and long-term care in retirement is a key concern for most Americans. Using retirement accounts for healthcare expenses stymies tax and income planning for […]
11/02/2022 Advisor’s Guide to Medicare: Protect Your Client’s Healthcare Rights and Retirement Savings Rebroadcast at 3-4 PM EDT Buy now for $29 Overall Rating: 4.8 / 5 21st Century Medicare Planning to Protect Your Client’s Healthcare Rights and Retirement Savings – Emily Gang It is important that your clients have a clear understanding of costs […]
The Value of Safe Home Care Buy now for $29 Overall Rating: 4.7 / 5 The Value of Safe Home Care – Phil Bongiorno The number of families utilizing home care services continues to grow in the United States. A greater number of family caregivers who are caring for a loved one with a chronic […]
Medicare Advantage vs. Medigap: Which plan is right for your clients? Buy now for $29 Overall Rating: 4.5 / 5 Medicare Advantage vs. Medigap: Which plan is right for your clients? – Joanne Giardini-Russell and Cameron Giardini When it is time to sign up for Medicare, your clients are faced with two seemingly simple options: […]