Health Care

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  1. Articles

    With Medicare signup coming soon, tax bracket management strategies can help clients save

    Income levels determine how much clients will pay for Medicare Parts B and D; planning is key.

  2. Articles

    Open Medicare enrollment season gives clients a chance to save

    Mary Beth Franklin on how Medicare's annual open enrollment season is an ideal time for clients to shop around for new Medicare coverage — even if they are happy with their current plan — to see if it is still appropriate for their needs.

  1. Articles

    Advisers help clients brace for health care surprises in retirement

    Though a client's potential health crisis can't be anticipated long before it comes, a plan can be sketched out.

  2. Articles

    Caregiving costs hit family finances, employment, retirement

    Nearly half of families spend more than $5,000 per year in caregiving expenses.

  3. Articles

    Why health care is the ultimate retirement wild card

    New study focuses on the need to integrate health care and retirement planning.

  4. Articles

    One of industry's last holdouts, NAIFA elects its first female president

    With women representing only 11.5% of advisers, trade group plans to highlight women in industry.

  5. Articles

    Promise of ACA's small business initiative falls flat

    The Affordable Care Act made many great promises. Like all legislation, some promises materialized, such as guaranteed-issue health insurance. Other provisions failed to take hold. One area that held great promise was the Small Business Health Options Plan, also known as “SHOP.” Unfortunately, this

  6. Articles

    Small businesses still ailing in wake of Affordable Care Act

    The ACA has helped individuals, but small business employers continue to struggle with the new law. Plus: Don't miss our full Health Care Planning special report.

  7. Articles

    What top 401(k) plans do differently

    A new ranking reveals which industries have the best plans — and what features set them apart.

  8. Articles

    REITs, RIA regulation, retirement planning and risk grab advisers' attention

    InvestmentNews' four must-read stories of the week cover this ecclectic set of 'R' subjects.

  9. Articles

    How higher Medicare premiums affect Social Security benefits

    One woman finds out the real reason why her Social Security check declined.

  10. Articles

    Medicare: The next frontier

    As health care costs in retirement rise, many advisers and clients still haven't accounted for a major part of those expenses: Medicare.

  11. Articles

    Beware of the blind side

    If your clients think Medicare will cover most, if not all, of their health care costs in retirement, they are sorely mistaken.

  12. Articles

    Little has changed in health of Social Security system

    The looming, long-term deficit of the Social Security system is the perpetual elephant in the room in Washington. Each year, we are reminded of the silent giant's presence with the release of the Social Security Board of Trustees' annual report.The trustees released the 2014 report on Monday, about

  13. 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.