Topic: Financial Planner

    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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    To stand out and deliver value to clients, financial advisors embrace healthcare
    By John Whaling on November 10, 2017

      How to use healthcare as a differentiator How can a financial advisor differentiate themselves in a crowded field? In years past, it was easier:...

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    Financial advisors—do your clients need open enrollment help?
    By Emily Kubis on November 3, 2017

      How to help clients better manage costs in 2018 Does your financial planning or wealth management firm have clients on Medicare? What about...

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    Bernard Health Partners with Retirement Planning Services to Advise Clients on Healthcare
    By Emily Kubis on October 25, 2017

      New partnership continues benefits firm's mission to assist financial planners Bernard Health, a leading benefits brokerage and insurance...

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    How Bernard Health helps individuals through financial advisors & employers
    By Ryan McCostlin on October 18, 2017

    A note to our friends and clients Bernard Health is now offering health insurance advice and assistance to individuals and families...

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