Skip To Content
Exciting updates about Merrill. Learn more

Plan Ahead for Your Health Needs

We are all living longer and healthcare costs are rising. Health events can have a major impact on finances if you’re not planning properly. But your health is an investment, not an expense. Let’s work together to include your healthcare needs in your financial plan, for both now and in the future.

Watch the video below to see how we can help you plan for all of your health related needs.

Transcript of Video

Explore our Health related articles to learn more about topics that may impact your health goals and sign up for our Perspectives newsletter below to receive new financial insights each month.

3 Questions to Ask Your Advisor

  1. What are some of my options for covering health-care costs?
  2. Are there certain types of insurance I should consider?
  3. What are some ways I might think about meeting potential health care costs in retirement?

Find the right advisor for you

Our financial advisors are committed to putting your investing needs, wants and priorities first. Here’s how you can get started with an advisor:

Search by location


See if you’re connected to an advisor on LinkedIn

Sign in with LinkedIn

Contact us





View your advisor

You need to answer some questions first

Then we can provide you with relevant answers.

Get started