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An increasing number of committed couples are choosing not to tie the knot—or they can't. By forgoing the legal benefits of marriage, however, they risk being frozen out of assets—and sometimes even kicked out of their own homes. Here's how cohabitation agreements can help.
Today's unwed couples are older and more affluent than in years past—and they require your services even more than most married couples do. Here's how you can offer your help to domestic partners in need of planning advice.
A growing number of Americans are living together and postponing marriage. Here's how financial advisors can connect with this market.
Most of us associate Social Security with retirement, but advisors should also be familiar with disability and survivor benefits. A client who contracts heart disease, cancer, HIV, or any number of other serious impairments before reaching retirement age may need all the income he can get.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025