Health Care

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  1. 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.

  2. Articles

    How higher Medicare premiums affect Social Security benefits

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

  1. 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.

  2. 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.

  3. 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

  4. 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.

  5. 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.

  6. 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

  7. Articles

    Health care costs can sink a retirement plan

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

  8. 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.

  9. 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.

  10. 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.

  11. 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

  12. 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.

  13. 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