Craig Brimhall was vice president of retirement wealth strategies at Ameriprise Financial Inc. where he worked for 36 years. Now retired he maintains a connection with the financial sector as a director at The Retirement Learning Center. Connect with him on LinkedIn here.
Don't be surprised if clients seek your advice on complex health care decisions as they approach retirement.
Much has changed in the past two decades when it comes to long-term-care options and how to fund them. Baby boomers and subsequent generations will need to plan for long-term care in a different way than their parents in light of factors such as longer life spans, the uncertain future of entitlement benefits and rapidly rising medical costs.
Over the past several years, most financial advisers have spent a lot of time helping clients overcome their…
The implementation of the Affordable Care Act provides a perfect opportunity to discuss with clients how they will…
Advisers must convince clients they need assets besides cash and fixed income to sustain retirement
As the curtain came down on 2012, most investors assumed that with it went the best opportunity for…
If you ever have spent time helping clients or their heirs work through an estate plan that was…
It isn’t an easy time for retirees and those nearing retirement to settle on a cash flow strategy.
Income sources are not all created equal from a tax perspective
The image of the stay-at-home spouse has come a long way since the days of June Cleaver and other 1950s television moms
