July 30, 2026 – Davi Kutner, Partner at Aprio Wealth Management, shares insights with The Daily Upside on preparing retirees for rising healthcare costs and build confidence in their long-term financial plans.
In the article, Daviemphasizes that healthcare expense projections should always be viewed within the context of an individual’s broader retirement plan. He notes that a projected healthcare cost of $185,500 can look very different when spread across 15 years versus 30 years, and that uncertainty about retirement longevity is often what concerns clients most.
Davi explains that the value of working with a financial advisor lies in creating a personalized plan tailored to each client’s circumstances.
Read the full article on The Daily Upside.