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Bank of America's Ben Storey knows how many retirees forget to plan for health care costs. Here's how financial advisors can help.
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Here are 5 trends that picked up speed during the quarantines and will keep going after COVID is no longer dominating the economy, writes Larry Adam.
May 12Raymond James -
Why do advisors focus so heavily on planning for a lifestyle change that may never happen?
February 7Life Planning Partners -
Funds of funds, pensions, consultants, family offices and endowments have pulled $16.4 billion from generalist long-short equity funds this year.
September 27 -
Certain locations can help clients maintain their lifestyles — or even improve them.
September 26 -
While an asset protection trust can cover nursing home care expenses in retirement, growth of these investments can trigger a tax bill.
September 17 -
The billions of dollars that have flooded the state and local debt market this year have only heightened the craving.
May 22 -
The startup plans to double its team and expand its services to more clients.
March 13 -
With $145 million of net inflows, the fund is on track for its best month since June 2017.
August 21 -
The health-care program for the elderly and disabled covers about 58 million Americans.
June 5