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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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The Trust Advisor

Prince Philip 'Leaves Three Key' Staff Money In $42 Million Will — But Prince Harry Could Still Get Inheritance, Source Says

A royal insider says that Prince Philip has paid a final thank you to "three key men in his life by leaving them money in his will."

Retirement Channel

Financial Fraud And The Elderly

The Center for Retirement Research found an uncomfortable rising incidence of cognitive decline and the ability to handle money. Advisors can help.

The Trust Advisor

Biden’s Tax On Large Capital Gains At Death Will Catch A Few With Annual Incomes Of Less than $400,000

Biden’s promise never to raise taxes on those making $400,000 or less annually will conflict with proposal to tax unrealized capital gains at death.

Retirement Channel

Boosting Plan Engagement Starts With Short-Term Financial Wellness Programs

Because retirement is just one aspect of overall financial health, advisors’ roles are changing. Plan sponsors are seeking advisors who deliver more.

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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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