Wealthmanagement.com

Advising at the Intersection of Wealth and Health

WEBFor wealth advisors, providing value and experiencing real growth may be found through focusing on the intersection of wealth and health. If advisors limit themselves to just …

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URL: https://www.wealthmanagement.com/retirement-planning/advising-intersection-wealth-and-health

Connecting Health and Wealth in the Workplace

WEBConnected solutions are easier for you to manage. We’ve conducted extensive research with employers and financial professionals to understand sentiments around the …

Category: Health Go Health

The State of Health Care Among Independent Advisors

WEBAccording to Terrana, some large independent firms that have a W-2 and 1099 platform will extend their health care options they’ve secured for their employees to their …

Category: Health Go Health

FSI Launches Health Insurance Program for Advisors

WEBThe Financial Services Institute has launched a program to help advisors, staff and families get what FSI representatives say are affordable, high-quality health insurance plans, …

Category: Health Go Health

Asking Clients the Right Healthcare Questions

WEBIt's the only healthcare-related question that should be broached in an initial client meeting. It’s simply: “Tell me what you do to take care of your health.”. McClanahan stresses the

Category: Health Go Health

Health Wealth Convergence: An Opportunity for Advisors

WEBAn advisor’s role of helping clients to improve outcomes is more important than ever, amidst rising health care costs and evolving legislation. Understanding convergence is an …

Category: Health Go Health

Engaging Clients About Health Insurance Optimization Wealth …

WEBRetirement Planning. An important part of retirement planning is optimizing healthcare coverage. If clients are still working in their 60s, their 64th birthday is a great trigger to …

Category: Health Go Health

The Future of Financial Wellness: New Whitepaper

WEBJan 28, 2022. Sponsored by Voya Financial. Voya is releasing a new whitepaper from its Voya Behavioral Finance Institute for Innovation: “Financial Wellness Meets Behavioral …

Category: Health Go Health

Health, Education, Maintenance and Support Wealth Management

WEBHealth, Education, Maintenance and Support: the four chosen words that make up the ascertainable standard. Sometimes abbreviated as HEMS, the ascertainable standard is …

Category: Health Go Health

What to do With Your Dormant Health Savings Account

WEBHere is what to do if you have a dormant HSA account: * Tell the bank that you want to keep the account. The average HSA balance is $1,844, according to the Employee …

Category: Health Go Health

An Overview of the Medical Office Market

WEBThe average asking rent for medical offices reached the highest level on record in the second quarter of 2018, rising 1.4 percent year-over-year to $22.90 per sq. ft., according …

Category: Medical Go Health

Chain Retailers Look at Health and Wellness to Drive Customers

WEBRetailers are looking to create a customer experience that can’t be duplicated online and give people reasons to continue to come back into their stores. And health and wellness …

Category: Health Go Health

Linking Long Term Care and Life Insurance Explained

WEBMichael Konialian | Feb 22, 2023. More than 55 million Americans are expected to require some form of long term care (LTC) in the next 30 years. From a planning standpoint, the …

Category: Health Go Health

Planning for Beneficiaries With Mental Illness or Addiction

WEBA 65-year-old woman was planning a bequest of her estate. She planned to distribute about $10 million dollars to each child on her death. She was adamant she wanted to leave the …

Category: Health Go Health

Medical Tenants’ Appetites for Retail Space Remains Robust

WEBAs of the first quarter of 2021, 2.2 percent of retail space in the U.S. is occupied by medical tenants, according to CoStar data. That figure was in-line with the figures from the first …

Category: Medical Go Health

New Types of Health and Wellness Tenants Drive Retail Leasing …

WEBThe entire category of health and wellness is expanding to include more than traditional medical, dental and vision uses. Jenn Elliot | Mar 10, 2022. As the healthcare industry …

Category: Medical Go Health

Researching Which Colleges Could Close Wealth Management

WEBBerea College. Berry College. College of Idaho. College of the Ozarks. Hillsdale College. Kansas City Art Institute. New England Conservatory of Music. Forbes uses nine factors …

Category: Health Go Health

Marijuana Use and Life Insurance Underwriting Explained

WEBMarijuana plant is used (THC content between 15-20%) CBD. Not a controlled substance or psychoactive. Effects: calming, relaxing, supporting well-being, healing. Hemp plant is …

Category: Health Go Health

Former Morgan Stanley, Stifel, Wells Advisor Convicted in $4M …

WEBA former advisor with stints at Morgan Stanley, Wells Fargo and Stifel faces decades in prison after being convicted of conspiring to pull off a multimillion health insurance fraud.

Category: Health Go Health

Financial Planning for Families With Disabilities

WEBA quarter of the U.S. population—61 million people—has a disability that makes independent living difficult or not possible, according to the Centers for Disease Control. …

Category: Health Go Health

Overcoming Challenges Facing Women in the ETF Industry

WEBSusan R. Lipp | May 14, 2024. Adapting to ever-changing cultural norms, balancing professional and personal goals and figuring out how to advance to leadership roles are …

Category: Health Go Health

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The medical information found on the MediWells website is designed to support, not to replace the relationship between patient and physician and the medical advice they may provide.