Health Care

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  1. Articles

    Can an adviser affiliated with an insurance company be fee only? Yes.

    State rules on insurance affiliation complicate fee-only status for some CFPs.

  2. Articles

    How gay couples can act on Social Security benefits now

    Though rules still vary from state to state, all same-sex couples should take steps to claim benefits.

  1. Articles

    Delayed retirement reduces health care costs

    I know I must sound like a broken record (or an iPod in permanent shuffle mode), but delaying retirement by even a few years can have a big impact on a client’s retirement income plan, thanks to higher Social Security benefits and by allowing their savings to continue to grow untapped.But here’s

  2. Articles

    Health care costs can sink a retirement plan

    Advisers need to get ahead of the 'other' retirement crisis and plan for likely expenses.

  3. Articles

    Morningstar-HelloWallet deal ups the ante for financial wellness services

    Viewing workers' retirement savings in the context of their full financial picture may be the next frontier for retirement plan services.

  4. Articles

    IRI to provide health care cost tool to members

    Tool will enable IRI member firms to project how much retirees will spend on health care.

  5. Articles

    Finra, SEC at odds over disclosure of bad behavior by brokers

    In today's Breakfast with Benjamin, Finra and the SEC's mixed messaging over how much badly-behaved brokers need to disclose stirs up new discussion, plus more on Millennials, Obamacare and the Ukrainian conflict.

  6. Articles

    Corporate bonds might not be a good place right now

    Breakfast with Benjamin: Some big names, including Nouriel Roubini, are warning about a bubble in corporate bonds. Plus: Jeffrey Gundlach knows where the bond market bear is, insider trading on fantasy, should you drop health care coverage, cities not enjoying a housing recovery and about that West

  7. Articles

    Average retiree health costs could overtake Social Security benefits

    Building Social Security benefits into your clients' retirement income plans? You might want to think again. Mary Beth Franklin on the "ugly truth" of what's eating that income.

  8. Articles

    John Hancock B-D to terminate health and insurance benefits

    Registered representatives at Signator Investors Inc., John Hancock's broker-dealer, received some dismaying news on Tuesday: The firm will be terminating its health and insurance benefits and will freeze its retirement benefits plan at the end of the year. Effective Jan. 1, 2015, the firm will

  9. Articles

    Account opening is No. 1 tech concern: Survey

    Beacon finds 'client onboarding' has replaced social-media archiving as brokers' biggest technology challenge.

  10. Articles

    Doing complex Medicare and tax bracket math

    Just as advisers have to become experts in learning the best Social Security claiming strategies, they need to learn how Medicare and tax rules could affect their clients' bottom line in retirement.

  11. Articles

    Boomers miss mark thinking Obamacare covers long-term-care insurance

    Baby boomers are out of touch with the real costs of long-term care — and the likelihood they will need it. Seventy-two percent of boomers incorrectly assume that the Affordable Care Act will cover the costs of long-term care, according to a study released Tuesday by Nationwide Financial Retirement

  12. Articles

    Will older advisers pay more than younger colleagues for health care coverage?

    Small-business health care plans traditionally have based rates on the average age of employees, so that older individuals in a plan benefited from lower rates if there were many younger employees.

  13. Articles

    Obama gives reprieve for canceled health care policies

    President says "I completely get how upsetting this can be" for many Americans, gives those who've received cancellation notices from their insurers a one-year reprieve before they have to get new policies.

  @IN Wire

Jul 23 09:00PM
?What have you done for me lately??
Jul 23 08:43PM
The retail money fund houses are clearly happy. Fidelity: "a reasonable balance" Vanguard: "rules preserve integrity of money funds"

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