Robert Powell

Are Healthcare Costs In Retirement Overwhelming?


There's a way to help clients get over the sticker shock.

LPL Offering Uberization Of The Financial Advisor Business


A new LPL service will allow advisors to outsource or eliminate office functions that may not be contributing to growth.

Hardly Working? Try Hardly Retiring


With more people staying in the workforce after age 65, how do advisors benefit?

Connecting Health To Wealth

by Robert Powell

Advisors are turning to consultants like Katy Votava as clients need answers on health care.