COVID magnified the need to improve access to mental health care. The COVID-19 pandemic didn’t have an impact only on people’s physical health; it also created a mental health crisis. Practice Management July 15, 2022 client relationshipshealth careLong-term caremental health
Markets resilient in face of slowing fundamentals Equity markets continue to march slowly higher despite weakening fundamental data, with the S&P 500® Index gaining in five of seven weeks Capital Market Impact May 1, 2023 economic growthinflationinterest ratesmarket commentary
Inflation in health care costs offer planning opportunities Financial professionals can provide valuable guidance now to help more people plan ahead for higher health care costs. Client outcomes October 26, 2022 client relationshipshealth & longevity planninghealth careinflation
Health care costs resume their rise after a COVID-related pause COVID-19 brought a reprieve on the amounts spent on health care. But it’s worth taking the time to examine what brought that slowdown and why it’s only temporary. Client outcomes August 8, 2022 habitshealth careinflationLong-term care
Medicare 101: Understanding Healthcare in Retirement Help your clients know where to start when it comes to Medicare planning with these Medicare 101 basics. Client outcomes October 13, 2021 health careMedicareretirement planningSocial Security
Connecting health and wealth for a better financial future Positive lifestyle choices have a financial benefit by helping to manage future health care costs. Client outcomes October 6, 2021 client relationshipshealth care
Supporting clients through inflation anxiety To deal with anxiety regarding finances, the APA suggests you “pause but not panic,” identify specific stressors and make a plan, recognize how you deal with anxiety, turn challenging times into opportunity, and ask for support from a mental health professional when needed. Client outcomes January 19, 2023 client relationshipsinflationinvesting strategiesretirement planning
How to help clients maximize Medicare and Social Security benefits Where Medicare and Social Security meet; how to help clients maximize benefits and minimize costs Client outcomes September 14, 2023 health careretirement planningSocial Security
Struggling Female Retirement Plan Participants Looking to Plan Sponsors for Help The impacts of high inflation and market volatility have led to more women making the difficult decision to delay their retirement. Client outcomes January 10, 2023 client relationshipsinvesting strategiesretirement planningwomen in retirement
Retirement delays create challenges for plan sponsors highlighting opportunities for financial professionals and consultants The impacts of high inflation, market volatility and concerns about a future market crash have pushed more older Americans to make the difficult decision to postpone retirement. Practice Management October 6, 2022 client relationshipsretirement planning
