Financial Planning

A health care planning checklist for financial advisors

Advisors can think ahead of time about the common issues that clients face and how to address them; this can take shape in the form of a health care checklist. Along with the obvious financial ...

Trump's proposed health care plan could stick families with $31,000 in deductibles. How to manage medical costs now, even with a high-deductible plan

"The goal is simple: lower costs, more choice, and exchanges that work as intended." ...
Lawrence Journal-World

Douglas County commissioners to consider employee health care plan changes as costs expected to increase

Douglas County commissioners will make changes to the county’s employee health care plan on Wednesday as costs are projected ...
Financial Planning

Why my RIA brought health care planning services in-house

But what is the best way for advisors to get health care planning services to their clients? Here are the choices our RIA, one consisting of 38 team members managing assets of clients across the U.S., ...