What Retiring Clients Need From Advisors (That Robos Don’t Do)
Clients and prospects need help planning for rising health care costs and dealing with Social Security issues, HealthView's Ron Mastrogiovanni says at RIIA event.
What Retirees Will Pay for Health Care, in 5 Charts
A couple retiring in 10 years at age 65 will spend about 90% of their lifetime Social Security benefits on health care, HealthView Services warns.
Scary Retirement Study: Health Care Will Eat Up Social Security Benefits
HealthView’s annual report says couples who are 55 will need to start stashing $1,200 a month just for health care.
Health Care in Retirement: How to Help Clients Plan
Financial advisors take a growing role in optimizing clients’ health care spending.
Starting Over When a Nest Egg Is Gone
Losing a retirement portfolio is devastating—but recovery is possible, with the right financial advice.
Don’t Let Medicare Surcharges Take a Bite Out of Clients’ Retirement
New white paper offers strategies to reduce Medicare surcharges and increase net retirement income.
Healthier Retirees Will Spend More on Health Care: IRI
Experts suggest that advisors need to start considering health care costs in their clients' financial portfolios due to increasing life expectancies.
Retiree Social Security Benefits to Be Wiped Out by Health Care Costs: Index
Middle-class Americans will soon have to use their entire Social Security benefit for health costs, according to HealthView Services’ new cost Index.
Health Care Is the New Wealth Care
WITH THE OLDEST BABY BOOMERS turning 66 this year, many are worried sick about the rising cost of health care. And no wonder. Health care expenses in retirement can run hundreds of thousands of dollars — not exactly pocket change.
Health Care Perform
Ron Mastrogiovanni Co-Founder-President-CEO, HealthView Services, Topsfield, Massachusetts. On demystification: "It's critical to explain today's exponentially more complicated products to consumers so they can make decisions...Firms who do...