Blog Entries in Retirement Planning
If you are a regular reader of our blog you know that we’ve been running a series designed to help advisors with their healthcare planning needs. These blogs include tips for providing clients with LTC, estimating healthcare expenses, and 5 facts you need to know about medicare. Making the case to provide healthcare planning capabilities will vary by firm depending in part on the demographics of your clients. The decision on what level your firm will support it requires careful consideration...Read More »
This is a period of uncertainty for fee-based independent financial advisors. On the one hand, ‘robo advisors’ are seeing some success in attracting assets with their consumer friendly interfaces, readily accessible data and low-cost approach. On the other hand, aging Baby Boomers are increasingly turning to advisors for long-term care (LTC) planning and elder care information, advice that requires specialized expertise...Read More »
ByAllAccounts recently hosted a webinar on healthcare advising in a rapidly changing market. This webinar featured experts in healthcare planning and insurance. Below is an excerpt from the webinar featuring Kathy Nalywajko CTFA, Business Development Executive at Legg Mason Investment Counsel...Read More »
Financial advisors often run into problems caused by generational wealth transfers. Traditionally the head of household was in charge of finding an RIA to help him or her make important financial decisions for the family. A problem arises, though, if the head of household dies; if there is no relationship tying the remaining members of the family to their financial advisor, they are likely to seek out their own. That is why it is in the best interest of an RIA to know everyone in the family he or she represents, and to form a relationship with each member...Read More »
Earlier this month ByAllAccounts hosted a webinar on healthcare advising in a rapidly changing market. This webinar featured experts in healthcare planning and insurance. Below is an excerpt from the webinar featuring Kellan Finley, Managing Director at Insurance Decisions...Read More »
Earlier this month ByAllAccounts held a webinar on healthcare advising in a rapidly changing market. During this event, three experts in the healthcare field discussed different aspects of healthcare planning including trends, client examples, and the insurance products that are available...Read More »
For many who purchased individual insurance for 2014, either on or off an exchange, this has been a trying time. The Act reformed the individual insurance marketplace on January 1st and there have been numerous problems and glitches at the state and federal levels and with insurance companies themselves. Some insurers have even run multiple full page newspaper ads apologizing for the current state of affairs...Read More »
Next Wednesday ByAllAccounts will be hosting a webinar on healthcare advising in a rapidly changing market. You’ll hear from industry experts on how to help your clients plan for the unexpected. You’ll also learn hear about industry trends, real life client examples, and insurance products that are available...Read More »
Elaine Floyd, CFP, is passionate about educating Baby Boomers and financial advisors on the facts of social security and Medicare. She told me that while many advisors are starting to have conversations with their clients about this, most are way behind...Read More »
Listen to a short podcast on our new educational program designed to help advisors...Read More »
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