"The majority of Americans underestimate the true costs of healthcare in retirement, which is why it is critical that financial advisors emphasize the importance of Medicare planning as part of the financial planning process."
Mike LaMena, CEO of Wealthspire
"We’ve got this comprehensive wealth offering. What else can we help our clients with? That next frontier is intersecting the wealth and the health."
Karen Lee, Chief Business Solutions Officer at Mercer Advisors