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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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Practice Management

What To Do When a Client Dies

Advisors who manage money have an 8 out of 10 chance of getting fired if they do the wrong things when a client dies.

Advisor Technology

3 Ways to Ask for Referrals

All advisors love it when clients recommend them to family and friends. And by this point, most of you know that referrals are the most reliable sources of new business.

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Why Are Family Members Disinherited?

What does it take to get written out of the family will? Is it betrayal, gambling, cheating, a lack of affection, or what?

1
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Principal Trust Company Chooses Innovest Systems

Principal Trust Company, an advisor-focused firm and one of the largest non-depository trust companies in the nation, announced today that it has chosen Innovest Systems’ InnoTrust as its t

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AI Is Rapidly Reshaping The Wealth Advisor Operating Environment

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

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Tesla Shares Jump After Earnings Beat on Margins, Profitability and Robotaxi Progress

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