Topic: Retirement

    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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    Financial advisors: Your clients have anxiety around healthcare costs in retirement
    By John Whaling on December 29, 2017

      How expensive can healthcare really be in retirement? How expensive can healthcare really be in retirement? These sentiments are reflected in...

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    Three health insurance landmines to avoid
    By Emily Kubis on December 8, 2017

      And how to help your employees or clients avoid them Most consumers know how confusing the U.S. healthcare system can be. From choosing the...

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    Three ways healthcare can affect clients’ finances
    By Emily Kubis on December 1, 2017

      How financial advisors can help According to a 2017 Gallup poll, the cost of healthcare is the top financial concern for Americans. While many...

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    Financial advisors: Four things to consider when evaluating a healthcare extension
    By John Whaling on November 17, 2017

      How to use healthcare as a differentiator As the Department of Labor Fiduciary Rule looms over the financial advisor industry, most advisors are...

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