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Horsesmouth Essential: Health care planning is a sensitive subject that often takes advisors—and clients—to places they don’t want to go. However, given rising expenses, no retirement plan is complete without some kind of provision for health care needs. Here are some guidelines and resources for estimating costs and discussing the issue with clients.
October Chart Talk: The healthy will pay more in medical expenses during retirement than the sick.
May Chart Talk: Before the Great Recession, health care inflation averaged well over 6% a year. Since 2008, the rate has dropped, but prices are expected to resume once interest rates rise.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025