BayView Financial Planning’s Post

25% of CFOs don't forecast their self-funded plan for their employees. Our modeling team can give CFOs greater clarity on the right direction for their org. if GLP-1's are something CPOs/CHROs want to offer. The icing is we do the forecasting on your behalf.

Exciting times for our MSHM students as they dive into our Healthcare Finance course this semester, where they master the art of blending finance with healthcare to make a real difference! Course Highlights: - Healthcare Business Basics - Managing Financial Operations - Estimating Costs and Budgeting - Capital Investment Decisions - The Financials of Healthcare Outcomes to Expect: Students will be able to navigate through business financial statements, analyze the time value and capital investments, and understand the US healthcare system's care delivery, insurance, and payer models. This course is a key piece of their journey to becoming healthcare leaders ready to tackle financial challenges with confidence. #HealthcareFinance #MSHM #FutureLeaders

Are you leveraging all your financial options when it comes to healthcare? A Flexible Spending Account (#FSA) is more than just an acronym—it’s a game-changer for managing medical expenses and saving money. 🏥💰 Discover how FSAs can help you: ✅ Budget for qualified medical costs ✅ Lower your taxable income ✅ Maximize your savings potential Understanding these benefits can be the key to better financial health. Ready to learn how an FSA can work for you? 👉 Read the Full Guide: https://lnkd.in/drVqTn3J Empower yourself to take smarter financial steps today! 🌟 #HealthcareSavings #FSA #FlexibleSpendingAccount #SmartSpending #HealthBudget #MedicalExpenses #SavingsTips #FinancialWellness #HealthFinance #VantagePoint #EmployeeBenefits

There is no shortage of options for clients regarding #FinancialAdvisors. Showing the value you provide to clients and differentiating yourself from other advisors is crucial to growing your client base. Meeting the high expectations clients have will also help you acquire more of current clients' assets. Download our free guide, "The Key to Growth for Financial Firms: Healthcare Planning" to see what clients are looking for in a financial advisor, the value of healthcare planning to a real-life firm’s asset growth, and more! https://bit.ly/4246Yat

Eddy shares some practical insight on the Health Savings Account (HSA) in our most recent blog post. Or as he refers to it... the "Hype" Savings Account. Note: the hype is real. If you have access to one, read on to learn about optimizing what is one of the most powerful tools in your financial plan. https://lnkd.in/g9AuDHJa #financialplanning #HSA

💡 Amazing Health Savings Account (HSA): Triple Tax Benefits! 💸 Discover the incredible benefits of a Health Savings Account (HSA) in managing your healthcare expenses. Learn how to save pre-tax dollars, invest for growth, and enjoy tax-free withdrawals for qualified medical expenses. Plan ahead for a financially secure future! #HSA #HealthSavingsAccount #TaxBenefits #HealthcareExpenses #FinancialPlanning #MedicalExpenses #Investment #TaxFreeWithdrawals #FinancialSecurity #FuturePlanning

Healthcare Finance Trends for 2024 presents the bank’s annual outlook on major factors commanding leadership attention. Read the #Sponsored CommerceHealthcare article now https://bit.ly/48AuXB4 #HealthLeaders #Finance #HealthcareFinance #Technology

𝐂𝐅𝐎𝐬 & 𝐂𝐄𝐎𝐬: 𝐈𝐬 𝐘𝐨𝐮𝐫 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞 𝐏𝐫𝐨𝐠𝐫𝐚𝐦 𝐒𝐭𝐮𝐜𝐤 𝐢𝐧 𝐭𝐡𝐞 𝐏𝐚𝐬𝐭? 🦖 As most everyone is finishing up their healthcare renewal and/or benefits enrollment, here's some food for thought for the upcoming year. If you’re in a fully-insured healthcare plan, it might be time to consider self-funding. 💡 Why Self-Funding Deserves Your Attention: ✔️ Cost Control: By eliminating unnecessary costs, insurance company profits, premium taxes etc., companies can potentially save 20-40% on healthcare costs, freeing up money for reinvestment in the business. ✔️ Tailored Benefits: Self-funding enables you to design a benefits plan that can help actually make your employees happy...which leads to better productivity and retention. ✔️ Cash Flow Flexibility: With self-funding, you pay claims as they arise, which can significantly improve your liquidity and enhance your financial forecasting capabilities. Is self-funding for everyone? Nope. But many companies see dramatic savings and have a better plan overall that do go this route. Wanna chat more? Give me a call. #aaronsharin #Healthcare #CFO #CEO *𝘓𝘪𝘯𝘬 𝘵𝘰 𝘢𝘯 𝘢𝘳𝘵𝘪𝘤𝘭𝘦 𝘤𝘰𝘷𝘦𝘳𝘪𝘯𝘨 𝘵𝘩𝘦 𝘣𝘢𝘴𝘪𝘤𝘴 𝘰𝘧 𝘴𝘦𝘭𝘧-𝘧𝘶𝘯𝘥𝘪𝘯𝘨 𝘪𝘯 𝘤𝘰𝘮𝘮𝘦𝘯𝘵𝘴

📅 Year-End Healthcare Financial Planning Guide As we approach 2024, it's crucial to make informed decisions about your healthcare coverage. Here's what our insurance experts recommend: • Review your current healthcare spending • Evaluate potential tax benefits of different plans • Understand how life changes affect your 2024 subsidies • Consider comprehensive coverage options Key Insight: Our analysis shows that taking 30 minutes to review your options now can lead to significant savings throughout 2024. Ready to optimize your healthcare costs? Let's connect. #HealthcareFinance #YearEndPlanning #InsurancePlanning #ACAEnrollment

🔍 Dive deep into the world of healthcare finance with Legacy Consulting Services! Our blog unveils the secrets to tailored revenue cycle management, ensuring your practice thrives. Read now and unlock the keys to financial success! 🏥 https://bit.ly/4bSFlqS #Healthcare #Finance #LegacyConsulting