Results for "health care"

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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...

Medicare's long, strange trip

February 15, 2015

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,...

How to get workers to chip in more money toward HSAs

February 3, 2015

Only 15% of employees using tax-deductible health savings accounts are maxing out their contributions, and there's still a good deal of uncertainty about how best to fund the accounts. According to a recent analysis of HSA data by the Employee...

How to perfectly time your clients' Medicare enrollment

January 28, 2015

In a competitive environment, adding value to client relationships and prospects by understanding the convergence of health care and financial planning has never been more important. Advisers recognize the need to help clients make the optimal...

When to disenroll from Medicare

January 18, 2015

You hear so much about Medicare enrollment. At certain times of the year it's hard to escape it with advertising all around us. But what you seldom hear is that beneficiaries can disenroll from some parts of Medicare and enroll in other coverage...

Florida firm linked to 'Wolf of Wall Street' raided by FBI

January 15, 2015

A Florida medical device firm that employs a man who inspired the character played by Jonah Hill in the movie “The Wolf of Wall Street” was raided by federal agents, a lawyer for the company said. Boca Raton-based Med-Care Diabetic & Medical...

Repeal of Obamacare emerges as a market risk

January 13, 2015

Never mind falling oil prices and brewing geopolitical risks, what about the stock market's reaction to a repeal of Obamacare? Health insurers would feel the pain Financial advisers are discovering inroads in the defined contribution plan arena....

Hedge fund employees enjoy the fruits of their labor

January 9, 2015

Hedge fund employees enjoy the fruits of their labor, even if that labor didn't bear much fruit. Average compensation at $368k Pimco and JPMorgan add their seal of approval by jumping on the smart beta bandwagon. The fundamental-indexing category...

Unpleasant surprise on Form 1040 for Obamacare participants

January 7, 2015

This tax season's going to be cumbersome for freelancing clients and independent contractors and their accountant, thanks to additional paperwork stemming from the Affordable Care Act. Last year was the first year in which individuals were required...

Helping clients get a second chance at Medicare benefits

December 14, 2014

Medicare annual enrollment just ended for most beneficiaries. Yet many Medicare beneficiaries throughout the United States will get a second bite at the 2015 enrollment apple. Every year, carriers discontinue a significant number of Medicare...

Financial advisers need to check up on clients' medical debt

December 12, 2014

With half of all debt identified on credit reports coming from medical claims, financial advisers should be helping clients stay on top of their health care bills. About 52% of the collections reported by credit agencies are owed to hospitals...

Advisers must help clients decide how HSAs fit in their plans

December 7, 2014

Health savings accounts, as reported in the Dec. 1 issue of InvestmentNews, offer financial advisers and their clients a planning opportunity, and a new planning complication. The opportunity is the chance to set aside money on a tax-advantaged...

Baby boomer clients need input on medical expenses in retirement

December 7, 2014

As a financial professional, it's unlikely you went to medical school. But even if you're not an M.D., don't be surprised if clients seek your advice on complex health care decisions as they approach retirement. According to a study on health...

How to help clients navigate the choppy HSA waters

December 1, 2014

Preretirees increasingly rank health care as a top concern — specifically, health care costs during retirement. Your clients are currently choosing their health coverage plan for 2015. Part of a comprehensive approach to dealing with health...

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