A Healthful Guide to Planning for Medical Expenses by Jerry Linebaugh II
I’m an estate planning educator (not “estate planner”). I help plan lives, mostly focusing on finances in retirement. But my team and I use a holistic approach, looking at everything so clients can live how they want.
Undoubtedly, finances and health are inter-linked, especially as we age. And it takes a well-rounded, communicative planning team to succeed.
Too often we see people combine different planners’ advice. You wouldn’t do that with medical advice, so why do it with your finances.
Note: These are the opinions of Jerry Linebaugh and the authors, they are for informational purposes only, and should not be construed or acted upon as individualized investment advice.