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The Motley Fool November 4, 2011 Robert Brokamp	Give Your Life Insurance a Checkup Are you getting the right amount of life insurance?
The Motley Fool October 6, 2007 Elizabeth Brokamp	Is Your Nest Egg Cracked? Be aware that the worst can happen, and prepare your retirement fund accordingly. If you're smart, you'll take steps now to ensure your financial nest egg won't completely crack under the pressure of a setback.
Entrepreneur May 2005 Scott Bernard Nelson	Safety Net? Insurance companies are offering plans that move beyond traditional long-term care. But do they really protect the entrepreneur's assets?
The Motley Fool March 13, 2007 Dan Caplinger	3 Ways to Protect Your Spouse Add these financial tips to your wedding vows. 1. Get some insurance... 2. Write a will... etc.
The Motley Fool October 16, 2006 Tim Beyers	Foolish Advice on Disability Insurance The odds that you'll be out of work for an extended period are greater than you think.
BusinessWeek February 21, 2005 Peter Coy	Scared To Death Of Life Insurance Choosing the amount of coverage is hard. The trick is to think like an economist.
The Motley Fool November 10, 2007 Elizabeth Brokamp	Protect Your Family When Disability Strikes The majority of Americans fail to secure disability insurance for themselves, something they are statistically likely to need. If you don't already have this coverage, read these guidelines and start looking.
The Motley Fool October 9, 2006 Tim Beyers	Foolish Advice on Long-Term Care Insurance Opinions vary when it comes to long-term care insurance. It's not for everyone, but it might be for you.
Registered Rep. November 19, 2007 John Churchill	Elderly Care Double What You Think, Study Says Past estimates of out-of-pocket costs related to caring for an aging or ailing parent or spouse underestimate reality, according to a study.
The Motley Fool January 25, 2011 Dan Caplinger	You'll Pay More for This Must-Have Protection Long-term care insurance is becoming harder to afford.
Managed Care September 2007	Ninety Percent of Adults Eligible For Medicare Have Drug Coverage A study from the University of Michigan Institute for Social Research finds that 90 percent of Americans age 65 and older now have prescription drug coverage, compared to more than 75 percent who were covered in 2004.
The Motley Fool October 30, 2006 Tim Beyers	Foolish Advice on Life Insurance Life insurance seems simple. And it should be. But more and more agents are selling complex, commission-boosting products that do little for consumers. Be cautious and buy only the minimum.
The Motley Fool November 16, 2006 Dan Caplinger	Second Marriages With Kids: Part 1 When it comes to finances and estate planning, few situations present more difficult challenges than second marriages.
The Motley Fool July 5, 2006 Dan Caplinger	Get an Insurance Checkup: Part 2 Insurance is a tricky subject, rife with complexity and confusing language and concepts. If you remember that your main goal in buying insurance is to reduce your own risk, it's easier to evaluate exactly what risks you have and therefore what sort of insurance you really need.
The Motley Fool December 1, 2006 Dan Caplinger	Moving After Retirement Even though money is an important factor in considering your retirement options, it's definitely not the only consideration.
Financial Advisor October 2005 Jeffrey Rattiner	Mining The 1040 Here is a sampling of the types of information that can be found when analyzing a 1040 from a financial planning perspective.
The Motley Fool May 23, 2006	Is Disability Insurance for You? Disability insurance is expensive for a reason -- there's a good chance you'll need it.
Financial Planning September 1, 2011 Joseph A. Tomlinson	Is Long-Term Care Insurance Worth It? It requires a big investment of time for advisors to learn enough about long-term-care insurance to be helpful to clients.
Investment Advisor October 2006 Kara Stapleton	Numerology The number of Americans covered by a government health insurance plan as of 2005 was 38.1 million... Americans age 55 who live to age 90 would need to have accumulated $210,000 (by age 65) to pay for insurance to supplement Medicare... etc.
Financial Planning August 1, 2012 Katie Kuehner-Hebert	One Income, Many Challenges While it's common these days for both adults in a family to be working, the stay-at-home parent is in no danger of becoming extinct.
The Motley Fool April 26, 2008 Selena Maranjian	Don't You Dare Retire Early! You might regret leaving that job. As appealing as early retirement seems, for many Americans it's not so wonderful.
Financial Planning November 1, 2011 Donald Jay Korn	Barely Covered When the going gets tough, the tough cut costs. Clients worried about their finances may think about dumping big expenses that may seem to be a luxury, such as disability insurance. In this case, they would likely be wrong.
Registered Rep. September 21, 2010 Alan Lavine	Empty Nesters May Still Need To Purchase Life Should your empty nester clients get life insurance? Perhaps -- if they have a lot of personal and/or business liabilities or concerns about estate taxes.
Investment Advisor May 2010 Angela Herbers	Of Morale and Leverage One of the major problems with hiring your spouse into your practice may not be you or your spouse, but your existing staff.
The Motley Fool December 11, 2007 Dayana Yochim	PPO? HMO? HSA? OMG! Ready or not, for many employees, this is the only chance for the next 12 months to modify their health coverage. Here's how to pick the right employee health-care plan, whether you're single, married, in a family way, or feathering an empty nest.
The Motley Fool November 1, 2004 Dayana Yochim	How to Shop on the Clock Doctors' bills? Disability insurance? Company stock? Put it on the boss's tab.
The Motley Fool November 7, 2007 Dan Caplinger	Add Hundreds to Your Paycheck Take advantage of your annual chance to change your health insurance enrollment. Choosing the right options can make the difference between saving a bundle and spending too much.
The Motley Fool January 18, 2007 Dan Caplinger	Know Your Marital Rights, Part 2 Marriage brings automatic changes to your financial and estate planning. Careful attention to these issues is required in order to make sure that everything works the way that you and your spouse want.
Registered Rep. December 14, 2012 Mark Miller	How Much Insurance Do Retirees Need? Usually more than they have now. Under-insurance is an especially acute problem with retired and pre-retirement clients.
The Motley Fool July 8, 2004	Don't Forget Disability Insurance Disability insurance is expensive because there's a good chance you'll need it one day.
Investment Advisor December 2006 Marlene Y. Satter	Physician, Insure Thyself After a long dry spell, physicians and dentists are once again able to get disability insurance coverage that matters. Here is how financial advisors can help.
The Motley Fool June 19, 2006 Dan Caplinger	Should You Trust Your Spouse? A marital trust in your estate plan can protect your whole family.
The Motley Fool October 14, 2009 Chuck Saletta	Are You Too Old to Start Investing? No matter how little working time you have left, you should be investing. Even if retirement is just around the corner, remember that you're looking for money to help get you through the rest of your life.
The Motley Fool March 15, 2007 Mary Dalrymple	When the Best-Laid Plans Go Awry Retirement doesn't always happen when or how you plan. It is therefore important to start saving early.
Managed Care November 2006	Employers Focus On Just Who Should Be Covered Here are two interesting recent moves by employers to manage health benefits.
The Motley Fool June 1, 2005	When Do You Need a Financial Advisor? Just about anyone who goes through some life changes needs to reevaluate his or her personal financial situation.
Financial Planning June 1, 2011 Scott Schutte	Preparing for the Worst Should your clients have to put their emergency plan into action, they may be prepared financially. However, they must also be prepared to address important emotional issues.
The Motley Fool April 7, 2004 Dayana Yochim	Make a Bad Situation Better How to plan for the worst and save your loved ones from unnecessary pain.
The Motley Fool June 29, 2007 Elizabeth Brokamp	Workout No. 3: Protect Your Assets Learn how to keep your finances, your important papers, and your identity safe.
The Motley Fool March 15, 2006 David Braze	Social Security and Your Spouse What will your spouse get from Social Security?
The Motley Fool December 12, 2006 John Dutemple	What About My Health Insurance??! COBRAs? HIPAAs? It's a jungle out there. A job change is stressful enough without the worry of losing your health insurance. Here is a guide through the jungle of rules and options.
The Motley Fool October 12, 2006 Dan Caplinger	Is Social Security a Rip-Off?: Part 2 To evaluate whether Social Security is a good deal for workers, it's helpful to compare it against an alternative. Here's how.
AskMen.com Nick Kennedy	Unnecessary Life Insurance Policies How much of a death benefit do you need? The answer just might be none.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
Financial Planning December 1, 2009 Donald Jay Korn	Prudent Policy Agents should help their clients reevaluate their insurance policies at the end of every year.
The Motley Fool September 25, 2011 June Walbert	Trimming Your Budget? The One Bill You Can't Afford to Cut Why life insurance is essential, even in tough times.
Financial Advisor March 2004 Marla Brill	Will Health Savings Accounts Have A Market? new way to pay for health care that combines an insurance component with an intriguing savings kicker was introduced by the Medicare Reform Act in December. Health savings accounts (HSAs) are designed to help individuals save for qualified medical and retiree health expenses on a tax-favored basis.
Investment Advisor November 2007 Marlene Y. Satter	The Swinging Pendulum For a while, disability insurance was tough to get, but it's loosening up now. Here are some ways financial planners can help.
The Motley Fool June 14, 2006 Dan Caplinger	Surviving Divorce When your relationship ends, don't let your financial life end with it. Here's some advice to help you sort through the issues.
Financial Planning June 1, 2007 Ilana Polyak	The Greatest Benefit Timing when clients claim Social Security can add flexibility and power to a retirement income plan.