Here’s how advisors help clients stay on top of health-care costs in retirement


May 29, 2019

“Certified financial planner Ken Waltzer has an older female client who suffers from congestive heart failure. Given the high cost of her prescriptions, Waltzer recently became concerned by how much money she and her husband were spending.

“I suggested that maybe I should talk to her doctor about her medications,” said Waltzer, co-founder and managing partner of KCS Wealth Advisory in Los Angeles. “They were the most expensive in their class, and there were less expensive options.”

Read the full article here.

Also cross-quoted in another article by The Street, found here.