Subscribe

Health care cost estimates are crucial to retirement income planning

Discussing health care costs during retirement with clients is new territory for many financial advisers, but few have…

Discussing health care costs during retirement with clients is new territory for many financial advisers, but few have the knowledge and resources to do it well.

However, four in five advisers said they know that if they have these discussions, their clients will stay with them, according to

Subscribe or log in to read the rest of this content.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Social Security in 2024 and beyond

Benefits will be higher next year, but long-term financial concerns persist.

Social Security do-overs and lump sums 

People who claimed Social Security early and now regret it have two opportunities to reverse that decision.

Social Security rules on kids’ benefits

Caregiving parents may receive benefits regardless of their age.

Social Security’s crucial role shadowed by new doubts

Crisis of confidence in the program is prompting many to claim benefits early.

Getting Medicare premiums refunded after death

Survivors can apply for a refund of the deceased person's unused premiums.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print