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Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs.
May 17Life Planning Partners -
A data firm and a hospital network are betting that advisors can utilize precise cost forecasts for clients' health needs.
January 26 -
Advisors are in trouble if they neglect a client’s health needs.
September 14 -
Actually, there’s a third answer, says planner Victoria Konrad.
September 7 -
Advisors must be prepared with tax and planning strategies to help when clients fall ill.
August 30 -
The right strategy can save clients thousands of dollars, although the options are complicated.
July 24 -
Help could be on the way for retirement-age clients asking prickly questions about coverage options.
July 11 -
High-net-worth clients can side-step this Affordable Care Act tariff if they opt to place their investments in an S corporation. Here’s how.
March 10 -
Gap in coverage concerns older clients; planners are also taking a closer look at HSAs.
January 20 -
Here’s how to help prepare clients for what comes next.
November 9Life Planning Partners