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    FinPlan Friday: Running Stress Tests and Crafting Contingency Plans

    Helping Clients Prepare for the Unexpected Life doesn't go as planned, and that's especially true for those in their later years. However, advisors can help clients navigate unpredictability in retirement by incorporating stress tests and contingency plans into their retirement strategies. Preparing for potential obstacles can put clients at ease and help them feel more confident and ready for the uncertain road ahead. Learn more about running stress tests and crafting contingency plans in this month's FinPlan Friday conversation with Joe.
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    Medicare

    Medicare Can Have a Big Effect on Retirees’ Budgets

    This year I retired from financial planning after 30 years. These days I’m kicking back a little, but for the last six years, I’ve been working with Medicare recipients (and their powers of attorney) to assist them with getting the right plan. Not only can it be confusing to a client, but even seasoned Medicare experts can sometimes get confused.
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