Topic: Medicare

    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 much does healthcare cost in retirement?
    By Emily Kubis on August 31, 2018

      Questions to ask to help project healthcare spending According to Fidelity Benefits Consulting, a 65-year-old couple retiring this year will...

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    How much does Medicare cost?
    By Emily Kubis on July 30, 2018

      Most retirees aren’t planning ahead for healthcare costs There is sometimes a misconception that when you turn 65, you just “go on Medicare,”...

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    Affluent Americans concerned about healthcare costs in retirement
    By Emily Kubis on July 13, 2018

      How financial advisors can help According to a new study by Nationwide, 75 percent of affluent, older adults list out-of-control healthcare...

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    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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    How to help early retirees maintain health coverage
    By Ryan McCostlin on June 8, 2018

      Check out this article on healthcare costs in Financial Advisor: Through inheritance, sale of a business or just old-fashioned careful financial...

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    High-earning small business owners can save thousands by switching to Medicare
    By Ryan McCostlin on May 14, 2018

      Check out this article on healthcare costs in Financial Advisor: With healthcare costs rising much faster than inflation, planning ahead for...

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