Meet the Team

Client outcomes

To assist you as you help clients, we deliver clear, straightforward articles and resources. Our client-ready materials simplify timely, complex issues.

Client outcomes

Health care costs resume their rise after a COVID-related pause

Many people understand that their health care costs are likely to be higher in retirement as they age and need more medical care. Still, people often grossly underestimate the extent of those expenses. Financial professionals can take several steps to help people understand what they may have to spend on health care once they retire and how they can prepare to cover, and potentially minimize, those expenses.