Three Key Strategies for Helping Clients Navigate Aging Plans

March 2014
Howard Lang
The Wealth Counselor


Many of your clients are baby boomers (now ages 50-68) moving into retirement and dealing with all the issues related to aging: elderly parents, kids in college, saving enough to last a lifetime and protecting what they have. With a dizzying array of financial instruments to choose from, complex federal and state laws governing estates, and the crisis in health and long-term care, your clients need your help more than ever to develop an effective plan for their senior years.

Howard Lang discusses in his article which was published in the March 2014, Volume 9, Issue 3 edition of Estate & Business Law Group, P.C.'s monthly newsletter, The Wealth Counselor.

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