Insurance

Start long-term-care conversations early so you’re not scrambling to help clients raise cash. (by Molly Prues)

A new survey finds many Americans don’t have money set aside to cover the cost of a funeral.

This would be "by far the largest" audit penalty ever imposed on a Medicare Advantage company.

Triple tax-free HSAs can save clients more then they realize.

Doctors' increasingly common facility fees can shock and gouge unsuspecting seniors.

Clients shouldn’t take a set-it-and-forget-it approach, and neither should you. (By Kimberly Foss)

Respiratory disease hospitalizations doubled the day after hurricane-force winds.

Only one in five polled say their doctors have recently asked about their hearing.

Northwestern University professor offers helpful tip.

COVID-19 prompted some of this advisor’s clients to consider retiring sooner; she showed them they could.

Money

Nearly one-quarter of boomers say they’d use free time to develop a skill or turn a hobby into a side hustle. (By Ravi Kumar)

Longevity

Start long-term-care conversations early so you’re not scrambling to help clients raise cash. (by Molly Prues)

Work Life

Clients in their 50s may fair better with a side hustle instead of another diploma. (By Beth V. Walker)

Advisor Toolbox

Six strategies for advisors to add value during and well beyond tax-filing season. (By Leslie Geller)