Cover Story: Long-Term Care
by Harley Gordon, J.D., CLTC
Encourage clients to create a plan to protect their family from the consequences of a long-term care event.
How Robo Technology Is Changing Wealth Management
by Ash Bhatnagar, CFP®
Before you dive in to using robo technology, consider your business, the environment today, and where this technology is headed.
by Stuart J. Heckman, Ph.D., CFP®
This analysis showed that using a financial planner was not a significant predictor of disability insurance ownership, suggesting that this may be an overlooked risk exposure among planners.