Peter Stahl

Peter Stahl is the founder of Bedrock Business Results, which provides training to financial advisers and their clients on the convergence of health care and financial planning. Connect with him on LinkedIn.

Peter Stahl
Displaying 5 results
NEWS OPINION MAY 03, 2016
How to properly defer Medicare enrollment

Helping your clients think through the timing of Medicare coverage can be very beneficial, especially considering the significant impact health care costs have on retirement income

Double whammy: Potential lack of COLA could mean higher Medicare premiums
NEWS OPINION AUG 13, 2015
Double whammy: Potential lack of COLA could mean higher Medicare premiums

If there's no Social Security cost-of-living adjustment, advisers will need to plan for significantly higher health costs for some clients.

2 health savings account changes clients can make to unlock their full potential
RETIREMENT RETIREMENT PLANNING APR 08, 2015
2 health savings account changes clients can make to unlock their full potential

Tweaks to HSA investment vehicles and what the accounts are used for can pay dividends to clients.

How to perfectly time your clients' Medicare enrollment
RETIREMENT RETIREMENT PLANNING APR 06, 2015
How to perfectly time your clients' Medicare enrollment

Decisions on Medicare enrollment carry a meaningful financial impact, are closely tied to Social Security choices

NEWS OPINION DEC 07, 2014
How to help clients navigate the choppy HSA waters

Figuring out how to utilize the full potential of these health care plan features should be part of comprehensive retirement income planning.