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Most patients have multiple smaller decisions to make in the mission creep of treatment vs. care.

As we age, it‟s common for even do-it-yourself investors to seek the services of a financial adviser, especially in our later years. Given that you may eventually engage a financial adviser, here are some guidelines on how to select one

Jack Bogle didn’t found index funds, but he did bring them to the masses.

Moshe milevsky, an annuity expert, anticipates a negative short-term impact before homeostasis returns to annuity space

Occasionally, an individual client family member will do whatever it takes to cause trouble, becoming the lightning rod that others circle round to attack. I like to call these individuals “Stingers.”

If you’ve been designated as the beneficiary of a traditional or Roth IRA, it’s important that you understand the special rules that apply to “inherited IRAs.”

By 2050, there are expected to be a million centenarians in the United States

A slew of factors, including low interest rates, increasing longevity and insurance company pricing blunders, have led to an industry on the skids. Will hybrid products save the day?

When Frederick Feil took out a reverse mortgage on his Howard Beach home, he thought he was ensuring a comfortable future — not putting himself at risk of becoming homeless

Help your clients with this difficult conversation. Lighten up the conversation, make it more casual.