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Getting Real with Retirement: Helping Your Clients Plan for Health Care Costs

August 22, 2017

Getting Real with Retirement: Helping Your Clients Plan for Health Care Costs

August 2017 | Tom Halloran | WeathManagement.com

Figuring the cost of healthcare

Tom Halloran, President of Voya financial, writes an article on Healthcare and Retirement costs located on page 168 of WealthManagement.com’s Midyear Outlook magazine.

Read Full Article Here

 

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Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
July 6, 2016

Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.

Our clients also appreciate that we conduct this additional due diligence on their behalf.