Updated Friday, May 22, 2015 as of 6:09 PM ET
Help Clients Avoid Social Security Mistakes: Retirement Scan
To help clients envision their long-term needs, show them how much more they can receive from the government if they wait longer to file for benefits; Plus, reverse mortgage can help in the right situations.
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Authorities allege that two self-proclaimed "licensed retirement strategists" made false claims in order to resell $4.3 million in life insurance policies to clients. more »
The U.S. Senator says she is, "concerned that these incentives present a conflict of interest for agents and financial advisors." more »
Striking a balance between the emerging and traditional realms of investing is where Motif Investing sees its niche, says its co-founder and CEO Hardeep Walia. more »
Lessons learned by Laura Banasiewicz when she helped care for her aging father, as well as her husband's parents, gave her a deeper appreciation for issues her clients face. more »
Long-term care expenses rise throughout retirement to the point of crisis, according to one expert; Plus, how do your clients stack up in retirement savings? more »
The IRS issued a consumer alert warning taxpayers to beware of tax preparers who tell clients to give them their health insurance paymen more »
As policy payouts soar to record levels, LTC industry professionals worry that advisors are falling short -- and offer up a few facts, forecasts and trends they think advisors should pay attention to. more »
Genworth Financial jumped in early trading after losses at the long-term care unit were narrower than some analysts had expected. more »
The steep rise in long-term care insurance rates won't affect many advisors' commitment to using them for clients, experts say. more »
What was once a higher-cost, lower-probability risk is halfway to being a sure thing. That means existing policies may be a bad deal. more »
Obamacare is about to collide with the U.S. tax-filing season, adding frustration for millions of taxpayers trying to figure out how to comply and how much they will owe the government. more »
As part of clients' retirement planning, make sure they understand terms like "sustainable withdrawal rate," as just one example; Plus, encourage clients to increase their savings rate to 15%. more »
Manulife Financial, Canada’s largest life insurer, agreed to buy New York Life Insurance’s retirement plan services business in a deal that will boost assets under administration by about $50 billion. more »
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