Longevity

Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them.

Caregiving will touch the lives of many wealth management clients, but its financial and emotional costs can overwhelm. Here's how advisors can help.

A Nationwide survey suggests that a hefty chunk of America plans on working longer.

Even broaching the subject improves a client's ability to plan more realistically for longevity risk, research shows.

Despite an environment of, “Hey, go figure it out,” there are ways advisors can properly prepare clients, In|Vest attendees are told.

A tougher job market and requirements to simultaneously care for children and elderly parents are just some burdens clients may face.

Grandparents are advised to give cash gifts without putting their future financial security at risk.

An educational campaign aims to place the products front and center amid increasing longevity — but sales figures show they’re already in the limelight.

The Trump administration unveiled its proposed budget that includes provisions that would enable Medicare beneficiaries to contribute to a health savings account.

As clients live longer, advisor firms’ planning strategies are shifting to accommodate.