2 approaches to incorporating health care in retirement planning
More advisors are recognizing that health care plays a role in the advice they give their clients around retirement and investing.
By Ryan McCostlin|March 21, 2018 at 10:11 AM
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Not all financial advisors and wealth managers are cut from the same cloth. Some focus almost exclusively on growing clients’ liquid assets. Others encourage clients to call them before making any big financial decision—”Don’t buy a car without calling me first!”
But whether you take a more hands-on or hands-off approach with your clients financial planning, health care should be included in comprehensive retirement planning.
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