Resources for Financial Advisors

Why Help Clients with Medicare Enrollment Decisions

• PDF Reports:
  
  • "Planning For Health Care Costs in Retirement" Vanguard Research, June 2018
  • "Finances in Retirement: New Challenges, New Solutions," Merrill Lynch and Age Wave, Feb. 2017
  • "The affluent investor: Insights and opportunities for advisors," Vanguard and SpectremGroup, 2014
  • "Today’s affluent investors: insights and opportunities," Vanguard and SpectremGroup, 2013
• Articles:
  
  • "Your Clients Are Stressing Out About Their Health" ThinkAdvisor.com, December 17, 2019
  • "A Number to Avoid When Discussing Health Care Costs With Clients" FinancialPlanning.com, June 21, 2018
  • "Even With Medicare, Seniors Could Need up to $370,000 to Cover Medical Care Costs," TheMotleyFool.com, March 24, 2018
  • "Retirement Healthcare Costs Are Rising Twice as Fast as Social Security," TheMotleyFool.com, June 24, 2017
  • "More Advisors Budgeting Health Care Costs in Retirement Planning," InsuranceNewsNet.com, June 20, 2017
  • "Health care knowledge is a must for advisers," FinancialPlanning.com, April 21, 2017
  • "How to get real with clients about planning for health care costs" FinancialPlanning.com, January 23, 2017
  • "Advisers face big challenges in helping clients prepare for health-care costs in retirement," InvestmentNews, September 18, 2016
  • "Health Care Costs for Couples in Retirement Rise to an Estimated $260,000, Fidelity Analysis Shows," Fidelity.com, August 16, 2016
  • "Advisor evolution: How one firm leads the way with holistic relationships," Vanguard.com, March 23, 2016
  • "Advisor evolution: Broadening your services," Vanguard.com, February 16, 2016
  • "Financial Advisors Should Help Clients Plan For Health-Care Costs," Financial Advisor, March 4, 2013
• Infographics:
  
  • "The affluent investor: Insights and opportunities for advisors," Vanguard and SpectremGroup, 2015