Mark

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  Talking Finances with an Ill Spouse

  By Diana B. Denholm  |  July 5, 2012

  What if your clients are a wife and her husband, and the wife is already acting as her husband's caregiver. What then?

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  Reversionary Annuities: A Low-Cost Way to Protect Surviving Beneficiaries?

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  January 26, 2012

  If a pension runs out when a spouse dies, the surviving partner can continue to get income with a reversionary annuity.

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  Seniors Speak Out on Financial Advisors

  By Daniel Williams  |  January 18, 2012

  What do your clients really think about their advisors? We reached out to a handful of senior clients to hear them speak out on financial professionals.

• Do you plan to relocate upon retirement?

  January 1, 2012

  Probably, although we’re not really the retire-in-Florida, golf-all-day types. That’s fine for some people, but I think we’d get bored.

• LIFE Foundation announces scholarship winners

  By Corey Dahl  |  October 4, 2011

  Thanks to the LIFE Foundation, 60 students who have lost a parent will receive scholarships ranging from $10,000 to $1,000.

• What the tax deal means to your client's estate plan

  By Nolan Baker, Mark Clair  |  April 1, 2011

  Recently, President Obama made a tax deal with the Republicans to extend the Bush income tax cuts for two years. Along with the extension,

• S-t-r-e-t-c-h-i-n-g The Value Of An IRA

  By Deborah Moon  |  February 15, 2010

  Many clients have used an individual retirement account to help build a healthy retirement income portfolio.