John Carter

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  To Use Medicaid for LTC, Clients Give Away Wealth, Advisors Say

  By Danielle Andrus, AdvisorOne  |  December 12, 2012

  A Nationwide Financial survey found 42% of advisors saying their clients wanted to ‘intentionally impoverish themselves’ to qualify for Medicaid.

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  Advisors Agree Health Care Planning Important to Client Retention

  By Danielle Andrus, AdvisorOne  |  November 1, 2012

  Failing to discuss how their clients will pay for their health care costs could cost advisors their clients, a Nationwide Financial survey found.

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  New Hire Roundup: Wells Fargo Advisors Names 3 to Key Roles

  By Marlene Y. Satter, AdvisorOne  |  September 20, 2012

  This week in new hires, Wells Fargo Advisors filled three leadership positions; Gail Graham and Stephanie Bogan joined United Capital; Jonathan Morris went to Dynasty Financial Partners; and IRI announced changes to its board.

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  Retirees Need Health Care Cost Reality Check

  By Danielle Andrus, AdvisorOne  |  July 2, 2012

  A study from Nationwide Financial found that the difficulty of judging how much to save for health care in retirement continues even after Americans stop working.

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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.

• Retirement income strategy with a solid floor

  By Staff writer  |  August 1, 2009

  By John Carter When it comes to retirement income, what's your client's greatest fear? Chances are it's running out of money. Or, more realistically, not having...