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Health care may be retirees' biggest expenditure as companies rethink their retirement health benefits. Help clients calculate how much health care could cost them and how they might fund the expense.
HSAs offer individuals and families a new, tax-advantaged way to save money for medical expenses and introduce new marketing opportunities for advisors. Here's what you need to know to counsel your clients effectively.
Medicare was complex enough before the new legislation—which means that now, clients are bound to have more questions than ever. Here's an overview of the costs and coverage provided by Medicare, as well as the changes you and your clients can expect over the next few years.
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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