• Health Savings Accounts

    Connecting with clients on their Health Savings Account February 2016 Newsletter Concern over retirement health care costs now ranks as a top concern among pre-retirees.  Clients, especially those considered affluent, are taking action to plan and prepare. Americans with high incomes ($175,000+) are significantly more likely (47%) than lower earners to have specific plans to cover healthcare costs (How Working Americans View Healthcare costs in retirement. Sun Life Financial May 2011).  It is therefore not surprising to see the tremendous growth of the number and size of Health Savings Accounts. As of June 2015 there were approximately 14.5 million health savings accounts with $28 billion in assets (Devenir). Clients do…