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Financial Planning
 
Financial Planning
 
Retirement
 
January 22, 2025
 
 
 
 
By Brian Wallheimer Editor-in-chief
 

If you're lucky, you'll retire with a long and healthy road ahead of you. But also, a solid plan for how to manage healthcare, which can be difficult to understand.

This week, Rob Burgess put together a couple stories for how to best advise clients on longterm health questions. Don't miss the checklist, which lays out all the steps you'll need to consider.

That, and more, below. Thanks for reading.

 
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TOP STORIES
 
Practice and client management
 
How to help clients plan for the high costs of long-term health care
 
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Part of clients' anxiety about this issue stems from the uncertainty of how much or how long such health care expenses will be incurred.
 
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