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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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TAMPs

SMArtX Advisory Solutions Selects Dan Phillips as Chief Investment Officer

“Dan’s deep industry expertise coupled with his track record of innovation and delivering customized portfolio management at scale creates an exciting opportunity for SMArtX.”

TAMPs

Adhesion: Debunking Myths About Outsourced Investment Management

RIAs are making the switch to outsourcing, but despite the growing popularity, there are still many misconceptions that may deter advisors from considering this route.

TAMPs

Zoe Financial: Answers To Top 20 Tax Questions

After helping thousands of clients find their ideal wealth planner, we saw patterns in the tax questions that came up over and over again. We created this guide with the purpose of helping you get answers and clarity as you navigate the uncertainty of taxes! 

TAMPs

Dynamic Advisor Solutions: Let’s Talk 529 College Savings Plans

In this environment, prudent college planning with a financial advisor may offer opportunities to lessen the burden for the next generation by the time they eventually receive their hard-earned diplomas and pursue career goals.

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WealthTech

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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AI As An Investment Theme Operates Under A Unique Level of Scrutiny

The Trust Advisor

A High-Profile Divorce Highlights Several Planning Considerations for Wealth Advisors

FundFocus

Goldman Sachs Believes The Market Will Continue To Rally

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