Tag: Health Care

  • Optimizing Health Care Costs

    Health Care Costs: A Critical Component of Retirement Planning At Global Advisers, we recognize the significance of incorporating expected healthcare expenses into your retirement strategy. Our collaboration with Mercer Health & Benefits has led to a model indicating that, on average, retirees may face healthcare costs exceeding $5,000 annually, even with Medicare coverage. While [...]

  • IRA Tax Optimization

    In recent times, the conversation around shifting from a traditional IRA to a Roth IRA has become a prominent topic among my clients. Given the irreversible nature of this decision and its potential complexities, it's natural for investors to weigh their options carefully. Below, I'll address some of the most common inquiries I've encountered, [...]

  • Caring for elder family members: cognitive decline

    Family and Relationships, Healthcare, High Net Worth Individuals At Global Advisers, our recent study shines a light on the criticality of early planning for cognitive declineโ€”a topic many may not consider until it's urgently needed. Our findings highlight the widespread underestimation of cognitive decline's risks and the necessity for investors to preemptively address the [...]

  • Is Early Retirement Right For You?

    My Passion for Financial Guidance At Global Advisers, my dedication to my work stems from the profound relationships I build with our clients. However, the pinnacle of my role as a financial advisor is the joy of informing clients that they have the option to retire earlier than they thought. While the typical retirement [...]