The company helps advisors and their clients identify the right health plan and if you may need long-term care planning (spoiler, you probably will).

The brand new Velocity Health Tech Fund will make investments of $50,000 to support very early-stage founders working in areas such as medical devices, therapeutics, diagnostics, digital health, or...

If you missed the webinar, want a refresher, or simply want to share the insightful information with a colleague, look no further! We've put together a quick recap of the Trust & Will webinar all...

Dr. Preston Cherry shares his framework for helping clients achieve life money balance.

Many solutions that leverage the buzzy tech are focused on grabbing eyes. But one expert says the focus should be on going deeper and building trust.

Since healthcare costs are the number one fear in retirement for Americans, this article will focus on which states are the least expensive to retire in based on healthcare costs.

What is the number-one reported factor for a happy and fulfilling retirement?

Our technology columnist shares some of his thoughts on the pro- and antigenerative AI hysterics, as well as cybersecurity and some providers worth mentioning.

Healthcare planning is crucial as 7 out of 10 clients will need some type of long term care. Unexpected health costs can quickly derail a financial plan, so it is important to feel confident prepar...

My real cancer story. I was diagnosed with cancer on November 21st, 2014. I was 21 years old. I really didn’t have any symptoms before my diagnosis, just

Fidelity's annual survey of estimated healthcare costs in retirement, astoundingly, was unchanged from last year. But don't let that fool you. You still have to prepare for all those expenses. Here...

Eric Trexler explains how to establish a goal hierarchy to create more meaningful goals for clients and prospects.

Rudy speaks with colorectal survivor Jelena Tompkins about her diagnosis and her youtube vlog. To learn more about Jelena, please visit her channel at https:...

Christine Simone is the founder and CEO at Caribou.

Caribou’s co-founder, Christine Simone, joined Amanda Stahl, Director of Longevity Planning at Raymond James, and Cynthia Hoes, Associate VP of Business and Program Strategy at Nationwide Retirement...

In this case study, we’re sharing HealthPlanning Analysis data that span the most common life events that apply to clients of financial advisors.

Founders can move mountains but they, unfortunately, can’t move hurricanes. I wasn’t able to make it out of Florida for ACP’s annual conference this week to…

Caribou and Holistiplan recently co-hosted a webinar to discuss tips and insights into an area of tax prep that is often forgotten: healthcare. Read the recap here!

This free case study dives into how we helped Donna and her financial advisor meet her medical needs and reduce her annual drug costs from $40K to $4K.

There’s one strategy that is not only a great wealth-building solution but is also triple tax-advantaged…

I'll share the impact healthcare costs have on financial plans, the critical healthcare information to include (such as medical tax deductions and IRMAA), how to budget for costs in a world of...

Letting a health savings account (HSA) build over time can be a great wealth building strategy. Discover five reasons we at Caribou think it's better to let an HSA build, rather than use it regularly...

Since healthcare costs are the number one fear in retirement for Americans, this article will focus on which states are the least expensive to retire in based on healthcare costs.