Avoid Medical Debt With These Preventive Measures

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Help Clients Control Their Health Care Costs

Health care could wreck more golden retirements and financial plans than any other expense. Encourage clients to get a handle on their medical bills with these tips.

Planning for Health Care in Retirement: Essential Questions Advisors Must Ask

Horsesmouth Essential: Improper financial planning for health care can ruin clients' retirement dreams. If your clients haven't considered their health care coverage, you must ask the right questions to get them thinking seriously about it.

Estimating the Cost of Health Care in Retirement

It's not easy to calculate just how much health care retiring clients will need. But it's the single biggest factor affecting how long a retirement portfolio might last. Get a budget under way by reviewing employee benefits and Medicare options and estimating future expenses.

Case Study: Guiding a Client Through a Family Crisis

A client's daughter develops a debilitating eating disorder and substance abuse problem. The family spirals into a financial crisis as the medical bills pile up. How would you help them raise $100,000 in fast cash and get back on track toward their long-term goals?