Health Care

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    From elder planning to implementation

    Advisers' jobs include not only helping clients reach a secure retirement but also helping them live through that retirement

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    Big change coming soon for high income Medicare beneficiaries

    Buried in the new “Doc Fix” law are provisions that will adversely affect some folks on Medicare.

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    Elder care needs will transform advice industry

    If you're like most financial advisers, you are focused on how to capture a piece of the lucrative IRA rollover market as baby boomers transition into retirement. But fast forward 10 or 20 years and those same clients may be less interested in golf and travel and more concerned about assisted

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    Medicare becoming a bigger piece of retirement planning for advisers

    With regulatory and marketplace changes, more clients nedd help navigating Medicare maze.

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    COBRA considerations when Medicare-eligible

    COBRA stands for Consolidated Omnibus Budget Reconciliation Act of 1985. An important part of that law requires most employer group health plans to provide a temporary continuation of group health coverage under certain circumstances, such as when a person leaves employment due to retirement.

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    Social Security closes claiming loophole for people with disabilities

    A minor change in the Social Security Program Operations Manual System late last year that resulted in a big change in the rights of people who receive Social Security disability benefits.

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    Millennials are shunning financial advice

    Breakfast with Benjamin: Millennials don't really care about financial advice, which is a boon for robo-advisers, but a bad sign for the advice industry.

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    2 health savings account changes clients can make to unlock their full potential

    Tweaks to HSA investment vehicles and what the accounts are used for can pay dividends to clients.

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    Income spike can reduce Social Security benefits

    Retired clients are often surprised — and sometimes angry — when they receive a notification from the Social Security Administration that their monthly Social Security benefits will decline for the coming year. Naturally, those clients turn to their financial advisers for help.The culprit? An

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    Lifetime retiree health care cost projections up 6.5%

    Retiree health care costs continue to rise at a faster pace than general inflation and annual cost-of-living adjustments for Social Security benefits. As a result, retirees will spend increasingly larger portions of their retirement benefits to pay for health care costs over their lifetime.A

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    Bigger & Better

    Advisers with assets over $1 billion are outperforming their peers. Does your firm have what it takes to be a billion dollar baby?

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    Stop guesstimating, or worse, ignoring, your clients' health care costs in retirement

    Software is available that gives advisers a fighting chance of determining long-term care costs and the need for insurance.

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    Oscars shine light on Alzheimer's costs

    Financial advisers can help clients take early steps to plan for the progressive disease.

  12. Articles tax document snafu bungles filing season for advisers, CPAs

    As many as 800,000 taxpayers received tax documents with erroneous information.

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    Medicare's long, strange trip

    Fifty years ago this year, both Medicare and the Grateful Dead got their start. Today, all the surviving members of that famous San Francisco band are eligible for Medicare. It's a fair bet that they, like most people in their age group in 1965, didn't pay attention to the law that President Lyndon