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Early detection of Alzheimer's would allow for better financial planning
Soon, a blood test may let patients know they have Alzheimer's 10 years earlier than it can be diagnosed today. Advisers say that is a lot of extra years to allow clients to save and make important legal and health care decisions.
Most Medicare beneficiaries overspend on out-of-pocket costs
People don't understand their coverage and the choices they can make to maximize their benefits and minimize unnecessary spending.
Supreme Court case could shake up union retiree benefits
For advisers, it's time to get familiar with the terms under which union employees receive health care.
GOP Senate win gives it the clout to change Obamacare
With Republicans leading the House and Senate next year, the possibility of some reforms to the Affordable Care Act are possible. The rules around the employer mandate seem to be those most likely to find compromise within the Congress and at the White House.
Game Changers: Dealing with Dementia Cognitive decline doesn't just rob the elderly of their mental capacity. Advisers and their firms often are left adrift, forced to make crucial decisions affecting the financial affairs of elderly clients.
Early onset Alzheimer's: When plans are upended
Ken Sullivan and his wife, Michelle Palomera, seemed like ideal clients. Both had well-paying jobs in financial services and had been diligent savers. Their financial adviser helped them cover their bases, building their money in managed accounts while helping them plan for their two daughters' ...
Protecting vulnerable aging clients
Securities industry faces incalculable risks that require rigorous internal controls to manage relationships with aging investors
Wrangling clients' health care costs in retirement
Advisers are turning to various services to estimate the unknowable in retirement
Savings targets for retirement health care costs fall in 2014
But retirees will still need to prepare for rising health care costs in the long run, expert warns.
With Medicare signup coming soon, tax bracket management strategies can help clients save
Income levels determine how much clients will pay for Medicare Parts B and D; planning is key.
Open Medicare enrollment season gives clients a chance to save
Mary Beth Franklin on how Medicare's annual open enrollment season is an ideal time for clients to shop around for new Medicare coverage — even if they are happy with their current plan — to see if it is still appropriate for their needs.
Advisers help clients brace for health care surprises in retirement
Though a client's potential health crisis can't be anticipated long before it comes, a plan can be sketched out.
Caregiving costs hit family finances, employment, retirement
Nearly half of families spend more than $5,000 per year in caregiving expenses.
Why health care is the ultimate retirement wild card
New study focuses on the need to integrate health care and retirement planning.
One of industry's last holdouts, NAIFA elects its first female president
With women representing only 11.5% of advisers, trade group plans to highlight women in industry.