Results for "health care"
Displaying 252 results
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...
How We're Investing in the Search for a Cancer Cure
October 6, 2017
I hate cancer. I've lost one too many friends to this insidious disease and I've made it a priority to be part of the effort to find a cure for it. Every day, I draw motivation from the people I've lost in my work as Portfolio Manager of Oppenheimer...
Sponsored by OppenheimerFunds
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...
Good health is key to retirement security
August 8, 2017
The key to retirement security has traditionally focused on money. But lately, the discussion has embraced health as an increasingly important component in the retirement security equation. In fact, health status during working years and health-care...
Health care reform could affect muni bonds
August 8, 2017
How might proposed health care reform affect municipal bond credit quality? James Dearborn explains. Download transcript The views expressed are as of April 2017, may change as market or other conditions change and may differ from views expressed...
Sponsored by Columbia Threadneedle
GOP to keep Obamacare taxes on wealthy in latest health-care bill: sources
July 11, 2017
Senate Republican leaders dropped provisions that would repeal two taxes on high earners in a revised draft of their health-care bill sent to the Congressional Budget Office, according to GOP senators. Republican leaders are now planning to...
Health-insurance reform uncertainty hampers advisers' ability to counsel to clients
July 8, 2017
The failure of congressional Republicans to pass a health-insurance reform bill to replace the Obama administration's Affordable Care Act has complicated the lives of financial planners and investment advisers in many ways. The most obvious...
5 ways to ensure an HSA isn't subject to ERISA
July 7, 2017
Health savings accounts are swelling in popularity, and their growth could accelerate, depending on the fate of health-care changes currently being debated on Capitol Hill. Retirement plan advisers have taken notice: Observers say that lawmakers'...
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...
Morningstar's first study of 10 largest HSAs reveals so-so performance
June 27, 2017
In its first assessment of major health savings account plan providers, Morningstar found that only plans from The HSA Authority earned a positive assessment as both an investment vehicle to save for future medical expenses and as a spending...
Retiree health care costs rising faster than Social Security benefits
June 14, 2017
Health care costs in retirement are rising twice as fast as the average annual increase in Social Security benefits, putting a crucial source of retirement income on a collision course with one of the biggest expenses retirees face. Over time,...
Advisers want Congress to increase HSA contribution limits
May 22, 2017
If any part of the House's health care reform bill survives in the Senate, it could be a provision that lifts the ceiling on health savings accounts, a move that some advisers welcome. Under the House bill, the contribution limit would be doubled...
Include health savings accounts in fiduciary process
May 4, 2017
It is anyone's guess how the partisan fight in Congress over health care will eventually shake out, but one trend that financial advisers need to pay particularly close attention to is the rise of health savings accounts. HSAs, which are increasingly...
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...
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...
Advisers embrace elimination of Obamacare taxes, question GOP replacement plan
March 7, 2017
Financial advisers endorse the elimination of taxes that funded the Affordable Care Act but wonder about the extent of the health insurance coverage that will result from the House Republican substitute plan. The House Ways and Means and Energy...
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...
Medicare enrollment ends HSA eligibility
February 9, 2017
As many clients continue to work beyond the traditional retirement age of 65, financial advisers are often confronted with questions about the interaction of employer-provided health insurance, Medicare and health savings accounts. Health savings...
Health savings accounts front and center amid Obamacare repeal efforts
January 12, 2017
With Republicans in Congress moving aggressively toward replacing all or major parts of Obamacare, health savings accounts are expected to become a centerpiece of managing health care-related expenses going forward. As part of the campaign to...
Where will Medicare costs go in 2017?
November 7, 2016
People are asking me where Medicare costs, specifically Part B premiums and Part B and D high-income surcharges, are going in 2017. While the final numbers have not yet been released, we know that Medicare costs have been going up dramatically....
