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Connecting Dots to Integrate Wealth & Health

Why It Is Important

53 million

Number of Americans providing care for a loved one. On average, over 20 hours per week.

$500 billion

Value of unpaid caregiving.  This does not include out of pocket expenses or lost wages.


Healthcare costs are the #1 financial concern for both retirees and pre-retires.


Percentage of bankruptcies caused by medical related financial issues such as not able to pay bills or lost time at work.


Number of federal healthcare related bills proposed in 2021. New federal and state laws will change health care and funding planning.


The number of hospital, medical, pharmaceutical, insurance, nursing, and social service businesses in the healthcare sector.

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