Tag: Retirement Income

IRI Partners with HealthView for Care Planning

The Insured Retirement Institute (IRI) and HealthView Services developed a health care cost assessment program that helps financial advisers prepare clients for long-term health care spending needs.

Merrill Lynch Unveils Holistic Wellness Program

A new financial wellness program from Merrill Lynch helps clients assemble and compare competing financial concerns while also shaping an individualized, goal-oriented path towards a better retirement.

OMYEN Upgrades Social Security Tool

Financial planning technology provider OMYEN Corp. recently upgraded its Social Security Maximizer software and will provide free training on maximizing benefit payments from the federal program.