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To Be, or Not To Be Covered: Life Insurance In Retirement

Although clients see retirement as the financial end-game, there are still certain exceptions where having a life insurance policy through retirement makes sense.
The usual consensus is that your clients who are close to retirement (or are already retired) don’t need to purchase life insurance. However, we know that insurance is not a one-si…

How to Estimate LTC Costs in Retirement

If you’re very fortunate, your health care costs in retired life will be little more than they are now. For most older Americans, however, this is not the case. Here are a few tips that can help you plan.
Planning and saving for retirement is a daunting task. In addition to determining how much money you’ll need to maintain the standard of living you seek and attempting to account …