Estate Planning Financial Advisor Medicine 
Nerd's Eye View
JANUARY 8, 2024
The changing patterns in how financial advice is delivered can be compared to the similar trends seen in the evolution of medicine. Dr. Peter Attia, author of the book Outlive: The Science & Art of Longevity , describes the trajectory of medicine in 3 stages: Medicine 1.0
International College of Financial Planning
OCTOBER 5, 2021
In this write up we look at the five most important elements of a Financial Advisor and the reasons it is important to have these traits to succeed in the industry. Are you exploring the career option as a Financial Advisor? Investments, tax planning, retirement planning is a dynamic field.
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Fortune Financial
SEPTEMBER 29, 2022
One major financial factor to consider is that longer lifespans tend to increase medical-related expenses during retirement years. As new medicines and technologies are developed, medical costs tend to outpace the core rate of inflation by several percentage points annually. . Stay on Top of Estate Planning.
WiserAdvisor
MAY 3, 2023
From medical expenses to the impact of illness or disability on your ability to earn a living, your health can have a significant effect on your financial well-being. Therefore, it is essential to consider your health when making financial plans. Apart from this, medical inflation is another concern that you need to plan for.
The Big Picture
APRIL 8, 2025
And when I arrived at Merrill Lynch, it was really my first exposure to really entrepreneurial, extremely talented and aggressive financial advisors who were operating with what we in the industry call an open architecture platform, right? Let’s assume that we are administering a stock plan for a large corporate client.
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