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Medicare Strategy Must Be Implicated In The Broad Retirement Plan

by The Wealth Advisor Contributor
Most clients arrive at retirement with well-formed beliefs about money, yet one of the most persistent and costly blind spots remains healthcare planning under Medicare. Even highly prepared households routinely underestimate how structural gaps, timing errors, and plan selection decisions can compound over decades. For advisors, this represents both a material risk to client outcomes and a critical opportunity to deliver differentiated guidance.

Featured

CEO Turnover Is Accelerating Across Global Markets

The recent announcement that Tim Cook will step down as CEO of Apple, with longtime executive John Ternus set to assume the role on September 1, reflects a broader leadership inflection point that wealth advisors and RIAs should not view i

The Oil Market ‘Is Lying To Us,’ Oil Execs Say

(Yahoo! Finance) - Big Oil is making money but losing sleep. Sure, high oil prices are nice; we’ll find out next week exactly how nice when the majors report first-quarter earnings. But what goes up must eventually come down.

Rerouted, Not Retreating: U.S. Global’s SEA ETF and the New Economics of Global Cargo

Freight rates don’t usually make headlines until something goes wrong.

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Washington Wire

In response to Trump, China gets mean

Chinese diplomats are ditching caution and going for the U.S. jugular on Twitter. U.S. officials say their response will be ‘measured and reasonable.’

Washington Wire

It's Joe Biden versus the Trump economy

Joe Biden, still the front-runner in the 2020 Democratic presidential primary race, wants to take on the Trump economy. Good luck with that.

Washington Wire

Support for Elizabeth Warren drops to lowest since August in White House race

Nearly one in three potential Democratic primary voters say they do not know which candidate to pick.

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Citi Wealth Introduces AI-Powered Client Assistant Built on Google's Technology Stack

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