Results for "health care"

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Even the strongest retirement plans can be derailed by health care costs

February 26, 2018

Rising health care costs have long been the bane of working Americans, but most people don't give enough thought to how escalating health care costs in retirement can derail even the most solid financial plan. "While the exact cost varies for...

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...

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...

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...

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...

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...

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...

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...

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...

Small businesses still ailing in wake of Affordable Care Act

August 31, 2014

A year ago, financial advisers were cheering the launch of government health insurance exchanges, but today they're grappling with costly group insurance policies for their small business clients, who have been hurt by delays in the implementation...

Promise of ACA's small business initiative falls flat

August 31, 2014

The Affordable Care Act made many great promises. Like all legislation, some promises materialized, such as guaranteed-issue health insurance. Other provisions failed to take hold. One area that held great promise was the Small Business Health...

Little has changed in health of Social Security system

July 29, 2014

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....

Delayed retirement reduces health care costs

June 12, 2014

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...

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...

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