Topic: Financial Advisors

    Healthcare costs are affecting retirees—financial advisors can help
    By Emily Kubis on April 20, 2018

      How to help financial advisor clients save money Healthcare costs in retirement are a huge concern for older Americans, and financial advisors...

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    How Bernard Health reduces financial advising clients’ drug costs
    By Emily Kubis on April 9, 2018

      How to help your financial advising clients save money As healthcare costs continue to rise, financial advisors and wealth managers are...

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    Three benefits of offering healthcare advice through your financial planning practice
    By Emily Kubis on March 30, 2018

      Integrated advice through a healthcare extension versus referrals Making the right healthcare decision can be critical for consumers, but...

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    Which kind of healthcare advisor will you be?
    By Ryan McCostlin on March 21, 2018

      Check out this article in ThinkAdvisor: Not all financial advisors and wealth managers are cut from the same cloth. Some focus almost...

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    How does Bernard Health’s ‘Healthcare Extension’ work?
    By Emily Kubis on March 16, 2018

      Frequently asked questions Making the right healthcare decision can be critical for consumers, but there’s a lack of good advice available....

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    What financial advisors should know about Medicare
    By Emily Kubis on February 28, 2018

      Three things to know about advising clients With healthcare costs in retirement estimated at $275,000 for a couple retiring this year, more...

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    Stock sell-off presents one of many opportunities for comprehensive advisors
    By Emily Kubis on February 21, 2018

      Three services comprehensive financial advisors provide The recent stock sell-off has drawn big headlines, which has led many Americans to...

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    Financial advisors—how to help your clients with annual Medicare reviews
    By Emily Kubis on February 2, 2018

      Medicare strategies should be evaluated annually Healthcare costs are a big concern for Americans at all income levels. This is an issue...

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    3 questions to ask when you're looking for a health partner
    By Ryan McCostlin on January 24, 2018

      Check out this column in ThinkAdvisor! As health care costs continue to rise, financial advisors are increasingly building health care...

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    Financial advisors, will Medicare changes affect your high-income clients?
    By Emily Kubis on January 17, 2018

      What advisors need to know Changes to Medicare thresholds for higher Part B and Part D premiums will affect higher income recipients this year. ...

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