Health Care

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  1. Articles

    Helping clients get a second chance at Medicare benefits

    As you are doing your year-end planning with clients, ask them if their Medicare coverage is in place for 2015.

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    Financial advisers need to check up on clients' medical debt

    About 52% of the collections reported by credit agencies are owed to hospitals and other medical providers. Advisers must stand ready to help negotiate claims and make sure medical debt doesn't wreck client credit reports.

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    Baby boomer clients need input on medical expenses in retirement

    Don't be surprised if clients seek your advice on complex health care decisions as they approach retirement

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    Advisers must help clients decide how HSAs fit in their plans

    Clients need more knowledge about health savings accounts and their potential role in helping fund health and retirement needs.

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    How to help clients navigate the choppy HSA waters

    Figuring out how to utilize the full potential of these health care plan features should be part of comprehensive retirement income planning.

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    Health savings accounts: Transforming health care, forcing hard choices

    Advisers have found themselves helping clients figure out how to fund long-term retirement savings and short-term medical expenses, and it hasn't been easy.

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    If client tests positive, the next step is yours

    A new blood test being developed to identify the likely onset of Alzheimer's disease up to a decade before current tools can offer financial advisers and clients great opportunities but also presents clients with a dilemma. To be tested or not to be tested?

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    Early detection of Alzheimer's would allow for better financial planning

    Soon, a blood test may let patients know they have Alzheimer's 10 years earlier than it can be diagnosed today. Advisers say that is a lot of extra years to allow clients to save and make important legal and health care decisions.

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    Most Medicare beneficiaries overspend on out-of-pocket costs

    People don't understand their coverage and the choices they can make to maximize their benefits and minimize unnecessary spending.

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    Supreme Court case could shake up union retiree benefits

    For advisers, it's time to get familiar with the terms under which union employees receive health care.

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    GOP Senate win gives it the clout to change Obamacare

    With Republicans leading the House and Senate next year, the possibility of some reforms to the Affordable Care Act are possible. The rules around the employer mandate seem to be those most likely to find compromise within the Congress and at the White House.

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    Unraveling Minds

    Game Changers: Dealing with Dementia Cognitive decline doesn't just rob the elderly of their mental capacity. Advisers and their firms often are left adrift, forced to make crucial decisions affecting the financial affairs of elderly clients.

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    Early onset Alzheimer's: When plans are upended

    Ken Sullivan and his wife, Michelle Palomera, seemed like ideal clients. Both had well-paying jobs in financial services and had been diligent savers. Their financial adviser helped them cover their bases, building their money in managed accounts while helping them plan for their two daughters' ...

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    Protecting vulnerable aging clients

    Securities industry faces incalculable risks that require rigorous internal controls to manage relationships with aging investors

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    Wrangling clients' health care costs in retirement

    Advisers are turning to various services to estimate the unknowable in retirement