• Effective Conversations Lead To Effective Planning

    May 2017 Newsletter We know our clients are concerned about retirement health care costs. A couple of facts really stand out when you look at recent pre-retiree consumer polls: Retirement Health Care is now ranking as your clients’ top concern. This concern not only spans across income levels, but actually increases among the more affluent households. It is obvious that we need to connect with clients on this topic. How do we accomplish this in a way that will spur our clients to take action and as a result, alleviate some of the concern? Much of the popular press tells a 65-year-old retiree to plan on $130,000 for routine health care costs in retirement (this excludes any custodial care…