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christine simone is the ceo & co-founder of caribou, a software solution for the finance industry to include health care costs and plan optimization in financial plans. |
it’s a top expense and source of stress.
by christine simone
the holistic guide to wealth management
financial advisors are well suited to help clients with all the important decisions in their lives. but that doesn’t mean advisors always recognize the areas in which clients need the most help.
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take health insurance, a big concern for people across all income groups. according to a 2021 report from spectrem group (now part of ceg insights), two-thirds of affluent investors (65%) say they want their advisors to help them with health insurance, but only 4 percent said their financial advisors are providing it to them (see bar chart). further, among people who don’t have financial advisors, the top areas for which they would want guidance are retirement income planning, social security planning and medicare advice.
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