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The Intersection of Health and Wealth

Life planning requires understanding clients’ emotions related to their finances. Many people today have a poor relationship with their money, exacerbated by a lack … See more

Actived: 7 days ago

URL: https://www.financialplanningassociation.org/article/journal/JUL21-intersection-health-and-wealth

The Convergence of Healthcare and Financial Planning

WEBMedicare is the mandatory means of insurance coverage and most individuals find the system confusing and overwhelming. This article addresses three areas of …

Category:  Health Go Health

Utilizing What We Know About Tele-Mental Health in Tele …

WEBJournal of Financial Planning: September 2020. Executive Summary. The coronavirus pandemic expanded the adoption of virtual financial planning, or tele …

Category:  Coronavirus Go Health

Propensity to Plan: A Key to Health and Wealth

WEBJournal of Financial Planning: March 2016 Barbara O’Neill, Ph.D., CFP®, AFC, CHC, CFED, is a distinguished professor in the School of Environmental and …

Category:  Health Go Health

Financial Planner as Healer: Maximizing the Role of …

WEBJournal of Financial Planning: December 2016 Bradley T. Klontz, Psy.D., CFP ®, is a co-founder of the Financial Psychology Institute™, an associate professor of …

Category:  Health Go Health

How to Have Successful Client Conversations About …

WEBJournal of Financial Planning: December 2021 Chris Heye, Ph.D., is founder and CEO of Whealthcare Planning and Whealthcare Solutions, and an FPA member. …

Category:  Health Go Health

What AI Means for Clients’ Health Financial Planning Association

WEBLife expectancy in the United States for a person born today is currently 77.5 years, but they will experience only 66.1 years of good health.1 AI will not only …

Category:  Health Go Health

Four Ways Longevity Impacts Women’s Retirement

WEBJournal of Financial Planning: March 2022 Alexandra Armstrong, CFP ®, CRPC, was one of the first female CFP ® practitioners in the United States, as well as the first female …

Category:  Health Go Health

FPA Group Health Plan Financial Planning Association

WEBYour Health, Your Plan, Your Choice The Financial Planning Association® (FPA®) is proud to offer more health plan choices—exclusively to our members. In conjunction with …

Category:  Health Go Health

Introducing a Hierarchy of Financial Wellness

WEBJournal of Financial Planning: September 2020. Chris Heye, Ph.D., is the founder of Whealthcare Solutions, and also founder of the age-focused financial …

Category:  Health Go Health

Personal Financial Ratios: An Elegant Road Map to Financial Health …

WEBJournal of Financial Planning: January 2006 Executive Summary. Investors commonly use stock ratios such as the price to earnings, price to book, and dividend …

Category:  Health Go Health

The Importance of Managing Life-Stage Risks for an Aging …

WEBHere are five reasons why: 1. Life-stage risks have more far-reaching financial consequences. Portfolio risks affect wealth and the income derived from …

Category:  Health Go Health

What AI Means for Clients’ Health Financial Planning Association

WEBJournal of Financial Planning: February 2024 Chris Heye, Ph.D., is founder and CEO of Whealthcare Planning (https://whealthcareplan.com) and Whealthcare …

Category:  Health Go Health

FPA Insurance Programs Financial Planning Association

WEBFPA members and their employees can take advantage of group rates from industry leader Metropolitan Life Insurance Company. Apply for the level of protection you need – from …

Category:  Health Go Health

Evolving Client-Adviser Conversations and The Future of Advice

WEBClient-adviser conversations have traditionally focused on concrete information about finances, but expanding that relationship and involving a broader …

Category:  Health Go Health

FPA Group Health Plan FAQs Financial Planning Association

WEBYou can call Broker Source at (913) 777-7734 for quotes, questions and enrollment assistance for all member-exclusive FPA health plans, short-term medical, dental and …

Category:  Medical Go Health

How Life Changes Affect Client Behavior

WEBThey may feel shame, guilt, anger, disbelief as they struggle to comprehend what happened to them.”. 6. Retirement. One of the biggest life changes that planners …

Category:  Health Go Health

Deducting the Costs of Long-Term-Care Expenses

WEBHowever, a grandfather rule is available in some circumstances. The maximum amount that can be excluded from income in 2017 is the greater of $360 per day, or the …

Category:  Health Go Health

Examining the Prevalence of Diminished Capacity

WEBAn estimated 15 percent of adults over 65 in the United States suffer from mild cognitive impairment (MCI).8. Together, the estimates for the prevalence of …

Category:  Health Go Health

Protecting Your Child’s Inheritance: The Beneficiary- Controlled Trust

WEBJournal of Financial Planning: February 2011 Randy Gardner, J.D., CPA, CFP® ([email protected]), is a professor of tax and financial planning at the …

Category:  Health Go Health