Long-Term-Care Protection Strategies
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How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Tax-Advantaged Health Care Planning for Retirement
Heading into retirement with confidence is easier if your planning includes steps to minimize taxes, especially as it relates to health care planning.