Life Planning & LTC

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  It's Graduation Season. Are You Missing a Key Differentiator?

  By Liz Davidson, Financial Finesse  |  May 24, 2012

  The wise advisor will take advantage of this teachable season by reaching out to clients with tips on last-minute college funding.

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  Employees Report Low Financial Stress—Maybe Too Low

  By Danielle Andrus, AdvisorOne  |  May 24, 2012

  Employees who are the least stressed are the farthest behind in financial planning, a Financial Finesse report found.

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  Don’t Risk It: Hybrid Policies Can Reduce the Risks in Long-Term Care

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  May 18, 2012

  You can help these clients avoid overpaying for long-term care by using a life insurance policy to provide coverage in the event that long-term care is needed, while simultaneously preserving your client’s estate if the need for care does not arise.

• Americans Lack Understanding, Concern for Disabilities’ Effects

  By Danielle Andrus, AdvisorOne  |  May 15, 2012

  Despite the risks posed by disability in retirement, many Americans don’t understand their chances of becoming disabled, a report released May 8 by the American College found.

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  Tom Nally: The 2012 IA 25 Extended Profile

  By Joyce Hanson, AdvisorOne  |  May 14, 2012

  Having spent nearly 20 years serving registered investment advisors in TD Ameritrade’s RIA segment, Tom Nally is ready to face what may be his greatest challenge.

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  Natalie Choate’s Newest Estate Planning Tips

  By Joyce Hanson, AdvisorOne  |  May 10, 2012

  To judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.

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  What Makes a Satisfying Retirement? Practice, Practice, Practice

  By James J. Green, AdvisorOne  |  May 9, 2012

  If advisors encourage clients to follow the Practice Retirement program, those clients can reap both financial and psychological benefits from age 60 to 70. Advisors can benefit in multiple ways as well.

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  The Most Effective and Cost-Efficient SRO for Advisors? FINRA

  By Dale Brown, Financial Services Institute  |  May 9, 2012

  Fragmented oversight constitutes a serious risk for the Main Street investor; the established SRO is the best way to ameliorate that risk.

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  Affluent Pre-Retirees ‘Terrified’ of Health Costs

  By Danielle Andrus, AdvisorOne  |  May 7, 2012

  Half of affluent pre-retirees say they are “terrified” of the effect health care costs will have on their retirement plans, according to a report released Monday by Nationwide Financial.

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  Double Down on Tax Benefits With HSAs

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  May 3, 2012

  In today’s uncertain tax environment, health savings can be as important as an actual retirement account to your client’s financial security.