Wealthy Investors Question Adviser Expertise
The Spectrem study found 59% of investors said their adviser understands Social Security benefits, while 47% said their adviser is knowledgeable about Medicare.
Tag: medicare
Retirement Planning Needs to Include Discussions About Health Care Costs
Nearly two-thirds of advisers say their clients expect advice on health care costs in retirement, and 34% say their clients would likely leave them if they didn't help them estimate and plan for out of pocket health care costs in retirement.
Manning & Napier Updates Social Security, Medicare Guides
Updates to the firm’s Social Security and Medicare guides, among other publications, aim to help individuals and employers make the best decisions when it comes to maximizing and coordinating private and government benefits.