Ashley Flitter, Author at Genivity
How to Help Clients Plan for Caregiving Costs

How to Help Clients Plan for Caregiving Costs

We’ve been discussing how to help clients plan for their own healthcare costs in retirement. But planning for their own out-of-pocket costs is not the only potential healthcare-related costs they could incur. Caregiving is a role that more and more adult children are...
Managing Client Health Care Costs in Retirement

Managing Client Health Care Costs in Retirement

We recently provided an overview of how you can help clients minimize out-of-pocket health care costs in retirement. Once you’ve helped them take steps toward ensuring they end up paying as little as possible for care costs once they retire, it’s important to take the...
Coaching Clients through Difficult Family Conversations

Coaching Clients through Difficult Family Conversations

How do I help my clients start a conversation about their family health history + finances? Holiday season is the time of year when the Conversation Project encourages families to initiate discussions about their wishes for end of life care and wishes so that families...

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