Retirement Income
Why the Smartest Investors Don't Pick One Strategy
When markets get rough, the instinct is to pick a side. But the clients who sleep best at night? They split the difference.
Retirement Income
Why Some Retirees Split Their Money Three Ways (And Sleep Better Because of It)
A client with a serious health diagnosis asked how to protect her retirement. Here's the strategy that gave her peace of mind.
Retirement Income
Long-Term Care Planning: A Personal Perspective
Marc shares his family's real-world approach to planning for aging parents in their eighties—and the options still available when traditional LTC plans aren't in place.
inheritance planning
Estate Planning Essentials: 5 More Crucial Points You Can't Ignore
Don't let outdated beneficiary designations or forgotten digital assets derail your inheritance planning. Here are five more essential points to get right.
Medicare & Healthcare
Medicare Coverage Gaps: Why Long-Term Care Planning Matters
Betty's accident revealed a shocking Medicare gap - after 10 days in skilled nursing, she lost coverage and nearly lost everything. Here's how to protect yourself.