Topic: Retirement

    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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    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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    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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    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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