Health and Longevity-Related Risks Impact Your Plan

11 Health and Longevity-Related Risks That Can Wreck Any Savings or Investment Plan

When financial advice professionals talk about “risk”, we usually are referring to the risks associated with your investment investments. However, longer lifespans and rapidly accelerating health care costs have dramatically changed the nature and severity of the financial risks faced by most of us.

Investment portfolio volatility is now only one class of risk  - and arguably not even the most consequential!

A good financial plan address all potential financial risks, not just stock market risks.

Click here to see the 11 Health and Longevity-Related Risks That Can Wreck Any Savings or Investment Plan.

We use a series of clinically-based assessments and educational materials to facilitate better conversations and to help you identify next best actions.  

See more about these materials at whealthcareplan.com.

And let us know at your next meeting if you'd like to have a conversation about what risks health and longevity pose to your financial future.