Retirement Planning

Category Archives

Most and Least Friendly States For Retirees’ Finances

When you’re talking to your clients about retirement planning, there are a lot of options on the table. While they certainly trust you when you recommend a Roth IRA over a traditional one or let them know what they need to include in their estate plans, what about the choice of where to live?


Part II: How US v. Windsor Affects LGBT Clients – Retirement Savings

Same-sex couples whose marital status changed under the historic United States v. Windsor Supreme Court ruling have had a lot to consider over the last year. Here are a few aspects of the financial planning landscape that have changed after the fall of the Defense of Marriage Act:


Why Do High Net Worth Individuals Still Need Long-Term Care Insurance?

As an insurance agent working with high net worth individuals, sometimes convincing them to properly invest in their future can be a challenge.


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