Spring 2017 Issue of Horizons

Spring 2017 A publication by RubinBrown LLP

Wealth Advisors: integrated planning for life

FEATURING u What Does It Mean To Provide “Integrated Planning for Life”? u The Top 10 Most Common Mistakes Made by Investors

u The Murky World of Medicare

u Eldercare: What is a Care Manager and Why Would You Need One?

u Year-Round Tax Strategies and Opportunities

u Estate Planning: Preparing for What’s Ahead