Results for "health care"

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Growth in Health Savings Accounts may have stalled, says EBRI

February 20, 2018

Growth rates in health savings account (HSA)-eligible health plan enrollment have been trending down since 2014, showing very little growth since then, according to the Employee Benefit Research Institute. EBRI, a nonprofit, nonpartisan research...

New tool helps advisers estimate health care costs

January 23, 2018

The cost of health care in retirement consistently ranks as a leading concern among clients, yet it is a topic on which few financial advisers can offer specific guidance. That is about to change. A new tool from HealthyCapital unveiled this...

Growth of HSAs opens new market for financial advisers

January 8, 2018

The increasing popularity of health savings accounts is creating a new avenue for financial advisers to add value, while also adding assets under management. Health savings accounts hold nearly $45 billion​ nationwide, having grown from less...

Beware: Medicare surcharges can change throughout year based on latest tax return

January 17, 2018

It's a new year and time for another dispatch from the retirement front, an occasional series of columns where I chronicle life with my retired husband and describe our personal retirement decisions. I hope it provides some insights to advisers...

Tax bill may change your clients' health-care costs

December 29, 2017

The newly signed Tax Cuts and Jobs Act will affect how much your clients pay out of pocket on health care, in several ways. The effects will be both short term and medium term: • The "Individual Mandate" will be eliminated by Jan. 1, 2019....

Clients need help filing Social Security disability claims

December 27, 2017

When financial advisers discuss Social Security benefits, it is usually in the context of counseling clients when to claim retirement benefits and the impact of that decision on the amount of survivor benefits for the remaining spouse. But one...

Health care reform could affect muni bonds

August 8, 2017

Download transcript The views expressed are as of April 2017, may change as market or other conditions change and may differ from views expressed by other Columbia Management Investment Advisers, LLC (CMIA) associates or affiliates. Actual investments...

Trump moves to undermine Obamacare

October 12, 2017

President Donald J. Trump began his own effort to undo major parts of the Affordable Care Act after Republican leaders in Congress failed to repeal and replace his predecessor's signature legislative accomplishment. Mr. Trump's directive, signed...

HSAs next cash cow for 401(k) plan advisers: expert

November 16, 2017

Financial advisers who manage a company's retirement plan should try to fill the same role for the firm's health savings accounts — a move that would position them to take part in one of the fastest growing areas of wealth management, an expert...

Trump boosts tax plan with Obamacare assist

November 28, 2017

President Donald J. Trump told Republican senators on Tuesday he supports an Obamacare market stabilization bill offered by Republican Lamar Alexander and Democrat Patty Murray, which may help bolster support for the tax-cut legislation headed...

State of the long-term care insurance industry

November 30, 2017

Everyone, it seems, has a caregiving story. That's because the challenges of growing older affect us all. As a son and husband, I experienced this firsthand caring for my own family. My wife is now confronting the challenges of caring for her...

Tax cut optimism may be overblown

March 22, 2017

Even if new health-care legislation makes it through the House and Senate, the timing is likely to push tax reform into next year, pushing tax cuts further into the future, says Wall Street Journal columnist Justin Lahart. "Investors who are...

Schwab execs sound off on Bitcoin, HSAs and Morgan Stanley exit from broker protocol

November 15, 2017

Bitcoin may be quickly gaining popularity as an emerging investment, but it's more likely to be disrupted by governments than to be a disrupter itself, a Charles Schwab & Co. Inc. executive said on Wednesday. Since the beginning of the year,...

Retiree health care costs up 6%, new study finds

August 24, 2017

In a perfect world, the largest expenses in retirement would be for fun things like travel and entertainment. In the real world, retiree health-care costs can take an unconscionably big bite out of savings. A 65-year-old couple retiring this...

Tips for managing clients' health care expenses in retirement

March 27, 2017

Survey after survey shows that health care expenses in retirement are a top concern for clients, and financial advisers are finally taking notice. According to a 2017 Survey conducted by The American College of Financial Services, advisers reported...

Strict timeline governs health savings accounts and Medicare

February 28, 2017

Many clients have chosen to enroll in health savings accounts (HSAs) because they like the triple tax savings that HSAs offer when paired with a high-deductible health insurance plan. But things can get very complicated when clients approach...

Health care costs squeeze retirement savings

April 13, 2016

Once upon a time, workplace-based savings accounts were focused largely on retirement. Contributions to 401(k) plans or similar employer-sponsored plans helped employees build a retirement nest egg while reducing their current tax burden. But...

Rethinking retirement income replacement rules

December 10, 2015

I sympathize with financial professionals who try to advise their clients on how much to save for retirement when the traditional 80% of pre-retirement income target is being questioned. Some research suggests that the rule of thumb, based on...

Health savings accounts becoming the new IRAs

July 6, 2017

With more than $40 billion in total assets, health savings accounts are starting to add up to real money, which could represent another area of opportunity and responsibility for financial advisers. Today, only about 4% of HSA savers are moving...

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...

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