Topic: Financial Planner

    How financial advisors can advise clients on nontraditional coverage
    By Emily Kubis on June 20, 2018

      Three things to know Have your clients asked for advice on health coverage? As healthcare costs continue to skyrocket and become cause for...

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    Why healthcare planning in your retirement plan is key
    By Emily Kubis on June 15, 2018

      Medicare doesn’t cover everything A new study shows half of retirees never calculated the cost of healthcare in retirement, and four in ten...

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    Financial planning clients are making a big healthcare mistake
    By Emily Kubis on May 7, 2018

      Retirees aren't prepared for healthcare costs According to a new survey by the NHP Foundation, more than a third of Baby Boomers said they are...

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    How to use healthcare advice as a competitive differentiator
    By Emily Kubis on April 30, 2018

      How to help financial advisor clients save money As healthcare costs continue to skyrocket and affect Americans near or in retirement, financial...

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    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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    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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