HLB Mann Judd’s Post

The seventh annual HSA Bank Health & Wealth Index is available. Each year HSA Bank gathers data and provide insights that help plan holders stay informed. Here are some highlights: ·       36% of respondents aren’t sure how they’ll pay for healthcare expenses in retirement. ·       92% of those with HSA-eligible plans reported that their current health plan helps them obtain necessary healthcare. ·       28% of respondents reported they would consider putting off medical care until it becomes affordable. Read the full report to learn more about how employers can help their employees become more confident and engaged in their health and wealth. 

Planning for health care and long-term care costs now can help clients avoid spending down assets and preserve wealth for the next generation. Read how Nationwide can help you prepare for these important client discussions.

If you're over 50, here are a few recommendations you should review if you want to age with dignity and demonstrate your love for your loved ones by doing a little preplanning. What are your thoughts on some of these recommendations? #healthcare #healthinsurance #eldercare #medicare #longtermcare #shorttermcare #hospice #homecare #assistedliving #wellabe #seniorresourceconnectors #blaxfriday

Planning for health care and long-term care costs now can help clients avoid spending down assets and preserve wealth for the next generation. Read how Nationwide can help you prepare for these important client discussions.

In times of financial strain, consumers often look for ways to consolidate expenses and streamline their budgets. Medicare agents can meet this demand by offering bundled services that combine Medicare coverage with complementary products or services. For example, agents could partner with wellness providers to offer discounted gym memberships or collaborate with financial advisors to provide retirement planning services alongside Medicare consultations. By bundling services, agents can enhance their value proposition, attract cost-conscious clients, and foster long-term relationships built on trust and convenience. Want more information on how to get started? Contact us! Phone: (800)-381-0977 • Fax: (248-946-4645) Website: https://zurl.co/KjER #AEP #SaleStrategies #LongTermCareInsurance #InsuranceAdvisorDirect #IAD #Medicare #MedicareBasics #MedicareEducation #MedicareEnrollment #MedicareTools #MedicareBroker #MedicareAgent #InsuranceAgent #HealthInsurance #MedicareMadeEasy #MedicareSavings #InsuranceLife #BusinessStrategies #explorepage #meninbusiness #womeninbusiness #FollowUs

It is not easy to make predictions, especially about the future. But there is one prediction we are confident in making: you will have substantial out-of-pocket expenses for health care after you retire. #TaxPlanning #TaxReturns #TaxTime #BenderCPA #ClarifyYourTaxes #SimplifyYourLife #TaxSavings #SaveMore #TexasTaxes #TexasCPA #SmallBusiness https://lnkd.in/g7WHA4EZ

It is not easy to make predictions, especially about the future. But there is one prediction we are confident in making: you will have substantial out-of-pocket expenses for health care after you retire. #TaxPlanning #TaxReturns #TaxTime #BenderCPA #ClarifyYourTaxes #SimplifyYourLife #TaxSavings #SaveMore #TexasTaxes #TexasCPA #SmallBusiness https://lnkd.in/gRPg8r57

According to Fidelity's 2024 Retiree Health Care Cost Estimate, a 65-year-old retiring this year will need an average of $165,000 for medical expenses during retirement—a 5% increase from last year and more than double since 2002! With half of Americans nearing retirement feeling overwhelmed by Medicare choices, it's crucial to plan for these rising costs. Dive into the report: https://hubs.la/Q02M4YGM0