Topic: Financial Advisors

    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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    Will healthcare undermine your clients’ retirement strategy?
    By Emily Kubis on November 15, 2018

      Affluent Americans are concerned about the impact of healthcare costs on retirement According to a new study published by Nationwide, healthcare...

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    Three surprise healthcare costs that can affect retirement savings
    By Emily Kubis on November 8, 2018

      How to prepare Do your clients have the information they need to effectively plan for healthcare costs in retirement? More and more advisors are...

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    How financial advisors can help clients with open enrollment
    By Emily Kubis on October 31, 2018

      Open enrollment begins Nov. 1 Open enrollment is here! Beginning Nov. 1, consumers can compare and enroll in Affordable Care Act plans via...

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    Financial advisors: Do your clients need help with healthcare costs and coverage?
    By Emily Kubis on October 8, 2018

      How to identify clients who need help More and more financial advisors are recognizing that healthcare costs have a material impact on clients’...

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    Bernard Health announces new Healthcare Extension partnership with Baird to support financial advising clients in healthcare planning
    By Emily Kubis on September 20, 2018

    \Healthcare advisory firm Bernard Health today announces a new partnership with Baird to provide healthcare planning and health insurance advice...

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    How financial advisors can help retirees get Medicare right
    By Emily Kubis on September 12, 2018

      Four tips for financial advising clients Healthcare costs in retirement are expensive —  Fidelity Benefits Consulting estimates a 65-year-old...

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    How to help clients optimize Health Savings Accounts for retirement
    By Ryan McCostlin on September 7, 2018

      Check out this article on healthcare costs in Financial Advisor: As financial advisors and wealth managers know, there are lots of ways to help...

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