Clients who have increasingly disabling health problems must address emotional and financial questions such as: Will it hurt their health if they stop working, and what is the timing when they maximize pension and retirement benefits but at the same time don’t forgo rights to disability compensation?

When her client was diagnosed with multiple sclerosis, Evelyn M. Zohlen says that she began to explore financial planning challenges that she had never previously considered, recognizing that the skill set she has as an advisor makes her suited to help the client face hard questions.

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