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Obamacare stands, solidifying health care planning

June 25, 2015

In the first of two U.S. Supreme Court decisions with significant financial planning implications, the high court preserved the core of President Barack Obama's health care law Thursday. The justices ruled 6-3 that individuals who have been...

Growing consumer demand for health care and Social Security advice

June 24, 2015

The financial planning industry is at a turning point in how to address Social Security and Medicare as part of overall retirement planning. Although numerous surveys have shown that more than half of retirees and pre-retirees expect health...

The world braces for a slower Chinese economy

June 24, 2015

Is the world ready for a Chinese economic slowdown? A weakening China will show the world how much it is really hooked on the Chinese economy. Better brace for the impact All eyes are on Justice Kennedy as the Supreme Court closes in on a crucial...

Latest Obamacare ruling could spark a sell-off in health care sector stocks

June 12, 2015

If you haven't yet hitched a ride on the high-flying health care sector rally, there's still hope in the form of a potential pullback from an upcoming Supreme Court ruling that could trigger some near-term volatility. Even some staunch health...

How will Medicare coverage travel with clients this summer?

June 8, 2015

Summer is almost upon us and so is travel season. Travel is one of the great rewards people look forward to in retirement. That fabulous trip to a new destination or a familiar one is a long-term goal for many. One of the questions I am asked...

The real reason the Federal Reserve isn't raising interest rates

May 28, 2015

The real reason the Fed is sitting on its hands instead of raising rates boils down to a lousy employment market. Workers have become too content Here we go again. The Fed is touting adjustable-rate mortgages just as it prepares to raise interest...

From elder planning to implementation

May 17, 2015

Not to beat a dead horse, but the population in the United States is getting older and older. Most everyone has heard the statistic that 10,000 baby boomers turn 65 every day. Couple that with the fact that life expectancies continue to grow....

Big change coming soon for high income Medicare beneficiaries

May 13, 2015

Higher-income Medicare beneficiaries have been paying more for their Medicare Parts B and D coverage for several years in the form of income-related monthly adjustment amounts. As a result of a new bill that sailed through Congress with bipartisan...

Elder care needs will transform advice industry

May 11, 2015

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...

Medicare becoming a bigger piece of retirement planning for advisers

May 5, 2015

Expect to make Medicare a bigger part of the work you do for retiring clients. That's because Medicare is becoming a bigger part of retirement planning at a time when health care costs are rising and employers are turning their retirees toward...

COBRA considerations when Medicare-eligible

April 26, 2015

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...

Social Security closes claiming loophole for people with disabilities

April 14, 2015

If you see something, say something. We have all grown accustomed to that public safety announcement in airports, train stations and subways warning us to speak up if something seems amiss in our post-9/11 society. I want to thank Boston University...

Millennials are shunning financial advice

April 8, 2015

Millennials don't really care about financial advice, which should be a boon for the robo-advice movement. This is not a good sign for the advice industry How a health insurance company is striking out a baseball fan. Adding insult to injury...

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

April 6, 2015

Few topics elicit a greater response from financial advisers than health savings accounts. This interest is warranted as rising health care premiums and the consumer-directed trend in health insurance have fueled meaningful growth in HSA popularity....

Income spike can reduce Social Security benefits

March 31, 2015

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...

Lifetime retiree health care cost projections up 6.5%

March 25, 2015

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...

Bigger & Better

March 16, 2015

Though these billion-dollar babies are a diverse group, on the whole they appear to be growing their businesses faster, trimming overhead more aggressively, serving larger clients and generating more money for their owners than their smaller...

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

February 27, 2015

Health care costs are key component of retirement expenses but devilishly difficult to estimate. Consequently, many financial advisers are forced to take the path of least resistance by either guessing the amount of health care costs to include...

Oscars shine light on Alzheimer's costs

February 23, 2015

Alzheimer's disease made it squarely into the nation's popular culture this year with its Oscar-winning leading lady, Julianne Moore, playing an early-onset patient in Still Alice, and an Oscar-nominated song crafted by a sufferer himself, Glen...

HealthCare.gov tax document snafu bungles filing season for advisers, CPAs

February 20, 2015

Accountants and advisers whose clients purchased health care coverage via the insurance marketplace are scrambling upon finding out that 800,000 people received erroneous tax information. Early Friday, the HealthCare.gov website, home of the...

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