At Provista Wealth Advisors, we believe financial planning is about more than investments — it’s about aligning every aspect of your financial life with your long-term goals. One area that can be overlooked is healthcare planning, especially when it comes to navigating Medicare. The decisions you make at age 65 and the choices you revisit each year can have a lasting impact on both your health and your finances.
To shed light on this important topic, we sat down with Christine Simone of Move Health, a leader in the healthcare planning space. Christine shared her expertise on Medicare enrollment, common mistakes to avoid, and how financial advisors and healthcare experts can work together to support clients.