Topic: Financial Advisors

    How to provide expert healthcare planning advice to clients
    By Emily Kubis on March 13, 2019

     How Bernard Health's Healthcare Extension works Financial advisors and brokers in 1985 couldn’t have predicted that clients would ever think to...

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    What financial advisors need to know about Health Savings Accounts
    By Emily Kubis on February 27, 2019

     Clients can maximize HSAs as retirement accounts The number of Americans with Health Savings Accounts (HSAs) has steadily risen over the last ten...

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    Financial advisors: Send clients these healthcare tax tips
    By Emily Kubis on February 25, 2019

     Remind clients to review healthcare when filing taxes It’s that time of year — W-2s are out, 1095-Cs are in the process of being filed, and...

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    What’s driving healthcare retirement costs?
    By Emily Kubis on February 20, 2019

     How financial advisors can help According to a new study published by HealthView Services, healthcare costs in retirement are expected to rise...

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    Healthcare costs in retirement expected to top half a million
    By Emily Kubis on February 6, 2019

     How financial advisors can help According to a new study from HealthView Services, a healthy 65-year-old couple retiring this year will spend...

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    Why should advisors prioritize healthcare?
    By Ryan McCostlin on February 4, 2019

    Check out this article on healthcare costs in Financial Advisor: If you’ve been following the headlines lately, healthcare has been getting more...

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    How to help clients switch Medicare Advantage plans
    By Emily Kubis on January 23, 2019

     Consumers can make changes until March 31 Through new regulations from the Centers for Medicare and Medicaid, consumers who enroll in Medicare...

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    Three things financial advisors should know in 2019
    By Emily Kubis on January 16, 2019

     How to best address client needs Healthcare is no longer the political lightning rod it once was, but constant regulatory changes means it's an...

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    Financial advisors - clients want healthcare advice
    By Emily Kubis on December 12, 2018

     Address client needs According to a new study published by Nationwide Retirement Institute, 78 percent of clients expect their financial advisors...

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    Are your clients maximizing their HSAs?
    By Emily Kubis on November 21, 2018

      Most consumers aren't using HSAs as a retirement vehicle According to a new survey released by Nationwide Retirement Institute, four in ten...

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