Topic: Financial Advisors

    Medicare Part B rates to rise
    By Emily Kubis on May 8, 2019

     Higher income consumers pay more According to the Wall Street Journal, Medicare’s trustees project a $8.80 increase in Medicare Part B premiums...

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    Bernard Health announces new partnership with Elder Law of Nashville
    By Emily Kubis on May 6, 2019

     New partnership will support elder law clients with healthcare financial planning Healthcare advisory firm Bernard Health today announces a...

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    Healthcare advice to share with clients retiring early
    By Emily Kubis on May 2, 2019

     How financial advisors can help clients manage expenses in early retirement Through inheritance, sale of a business or just old-fashioned careful...

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    Bernard Health announces new partnership with Life Care Consulting
    By Emily Kubis on May 2, 2019

     Partnership provides healthcare financial planning support to elder law practices Healthcare advisory firm Bernard Health today announces a...

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    How to use HSAs to save for healthcare costs in retirement
    By Emily Kubis on April 10, 2019

     Three tips advisors can give clients A new report by Nationwide Retirement Institute outlines how Health Savings Accounts can be used alongside...

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    Baby boomers still not planning for healthcare in retirement
    By Emily Kubis on April 3, 2019

     Healthcare knowledge gap becoming urgent Baby boomers’ lack of healthcare preparedness in retirement is growing more and more urgent, according...

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    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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