Christine Simone: The Too-Often Overlooked Piece of Financial Planning | Holistic Guide to Wealth Management

Update: 2025-09-15

Description

As your client's trusted advisor, can you afford not to include it?

By Rory Henry CFP®, BFA™
For CPA Trendlines

“The first wealth is health,” wrote Ralph Waldo Emerson. Healthcare is one of the biggest expenses in retirement, yet it’s often overlooked in financial planning. For many clients, uncertainty around coverage can be as stressful as market swings or tax changes.

MORE Rory Henry and The Holistic Guide to Wealth Management

BUY the Holistic Guide to Wealth Management

Christine Simone, partner at Move Health and contributor to Holistic Guide to Wealth Management, believes health care planning should be part of every advisor’s toolkit. Research shows that two-thirds (65%) of clientswould like their advisors to help them with health insurance planning, but only 4% receive that help. “If you’re not addressing [that gap], there’s a good chance your clients will look elsewhere,” Simone observes.

Comments

In Channel

Christine Simone: The Too-Often Overlooked Piece of Financial Planning | Holistic Guide to Wealth Management

2025-09-1518:54

The Big DEI Split-What Smart Accounting Firms Are Doing | Accounting Influencers

2025-09-1311:20

Josh Tyree: Cracking the Code for Successful Merger Integration and Growth | Gear Up For Growth

2025-09-1239:23

Gen Z Takes the Mic: Networking & Transparency Redefine Accounting Careers | ARC-SLC

2025-09-1149:07

4ImpactData: 10X Your Advisory. Not Your Headcount.

2025-09-1000:40

Disguised Tax Hikes Are Back on the Table | Quick Tax Tip

2025-09-1003:24

Questian Telka: Transform Fear into Fuel | The Disruptors

2025-09-0901:04:50

4ImpactData: 10X Your Advisory. Not Your Headcount.

2025-09-0900:40

4ImpactData: 10X Your Advisory. Not Your Headcount.

2025-09-0800:40

George Kinder: Here’s Why You Want to Put Vision Before Numbers | Holistic Guide to Wealth Management

2025-09-0855:29

Meet Your New Boss: Gen Z Is Already Reshaping Accounting Firms | Accounting Influencers

2025-09-0615:34

4ImpactData: 10X Your Advisory. Not Your Headcount.

2025-09-0600:40

Steven Ladd: Advisory Starts with Empathy, Not Expertise | It's Not Just the Numbers

2025-09-0537:53

4ImpactData: 10X Your Advisory. Not Your Headcount.

2025-09-0500:40

Jay Schwedelson: Stop Playing It Safe | Gear Up For Growth

2025-09-0544:26

Bootleggers, Baptists, and CPAs: Rethinking Licensure in the Profession | ARC

2025-09-0450:55

Werner: Tax-Free Tips? Not So Fast | Quick Tax Tip

2025-09-0303:41

4ImpactData: 10X Your Advisory. Not Your Headcount.

2025-09-0300:40

Alice Grey Harrison: From Memos to Meaning - Rethink Firm Communication | MOVE Like This

2025-09-0346:16

4ImpactData: 10X Your Advisory. Not Your Headcount.

2025-09-0200:40

00:00

Christine Simone: The Too-Often Overlooked Piece of Financial Planning | Holistic Guide to Wealth Management

#box-pro-ellipsis-175797384436113{-webkit-line-clamp:2;}Christine Simone: The Too-Often Overlooked Piece of Financial Planning | Holistic Guide to Wealth Management

Christine Simone: The Too-Often Overlooked Piece of Financial Planning | Holistic Guide to Wealth Management

CPA Trendlines

Christine Simone: The Too-Often Overlooked Piece of Financial Planning | Holistic Guide to Wealth Management