DAI’s LTCi Newsletter for November 2012


DAI News & Notes: Spousal Lifetime Access Trust


9 retirement planning mistakes your clients might be making

Retirement is a complex adjustment, with multiple moving parts. Without careful advance planning, critical elements can fall through the cracks and cause significant financial loss. Here are nine things clients approaching retirement should consider as they build a comprehensive plan for a retirement that could last 30 years or more. 1. Thinking only in terms … Continue reading