Results for "health care"

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Plan sponsors consider small-biz impact

July 7, 2013

Advisers working with small businesses are girding their clients for an avalanche of new requirements following the Supreme Court's decision on the Defense of Marriage Act. The unconstitutionality of DOMA will now require plan sponsors to revisit...

Wait for it: Advisers to small plans gird for DOMA aftermath

June 27, 2013

Advisers working with small businesses are girding their clients for an avalanche of new requirements following the Supreme Court's landmark decision on the Defense of Marriage Act. The unconstitutionality of DOMA will now require plan sponsors...

Life settlements on regulators' radar as states push their use

June 17, 2013

Life settlements are back on regulators' radar again as state legislators come up with laws that encourage the elderly to sell their life insurance policies as a way to pay for long-term-care needs. Texas Gov. Rick Perry last Friday signed a...

Medical pros on the front line in fight against financial abuse of seniors

June 12, 2013

Medical professionals are finding themselves at center stage in the fight against elder financial abuse and they are ready to help. About 59% of doctors and nurses think cognitive impairment makes seniors vulnerable to financial exploitation...

Next benefit fortress to fall: Employee health insurance

June 9, 2013

Workplace-based health insurance is following in the footsteps of retirement benefits. In response to rising premiums over the past few years and fear of the unknown when Affordable Care Act changes kick in next year, increasing numbers of employers...

HSAs: Rx for health care reform

June 3, 2013

Workplace-based health insurance is following in the footsteps of retirement benefits. In response to rising premiums over the past few years and fear of the unknown when Affordable Care Act changes kick in next year, increasing numbers of employers...

66 is magic number for retirement age

June 2, 2013

Sixty-six is the magic retirement age for those seeking full Social Security eligibility, but Medicare eligibility appears to be a considerable factor for those who decide to stop working at 65. That was the conclusion of a study published by...

Urgency to fix Social Security financing growing

May 31, 2013

Social Security's retirement and disability programs have enough resources to cover benefits for the next 20 years, according to the latest Social Security and Medicare trustees report, issued today. After the trust fund surplus is exhausted...

Want to max out Schedule A deductions? Schedule

May 30, 2013

Thomas C. West, Signature Estate & Investment Advisers

Magic retirement number is 66, but Medicare a key factor

May 28, 2013

Sixty-six is the magic retirement age for people seeking full Social Security eligibility, but Medicare eligibility appears to be a considerable factor for those who decide to stop working at 65. That was the conclusion of a study published...

Health costs drop, but don't get excited

May 19, 2013

The magic number for health care costs for a 65-year-old couple leaving the workplace this year is $220,000, down from $240,000 last year. In its annual estimate of health care expenses for retirees, Fidelity Investments found a number of factors...

Health coverage may not be client's first priority

May 19, 2013

When it comes to helping clients save for health care costs during retirement, financial advisers need to balance concerns about massive medical costs with a retiree's quality of life, which is no small task. The keynote session at the Retirement...

Mary Beth Franklin: Meeting the monthly health-care nut

May 17, 2013

Mary Beth Franklin, InvestmentNews

Retiree health care nut drops by $20k — but hold the parade

May 16, 2013

The magic number for health care costs for a 65-year-old couple leaving the workplace this year is $220,000, down from $240,000 last year. In its annual estimate of health care expenses for retirees, Fidelity Investments found a number of factors...

Top tweets from IN's Retirement Income Summit 2013

May 13, 2013

InvestmentNews' Retirement Income Summit 2013 is under way. We've collected some of the first day's most salient points as they were tweeted from the floor of the meeting in Chicago, giving you an inside look at what's going on at RIS 2013:...

Retirement Income Summit 2013 Are clients saving too much money for retirement health care?

May 13, 2013

When it comes to helping clients save for healthcare costs in retirement, advisers need to balance concerns about massive medical costs with a retiree's actual quality of life – no small task. The keynote session at the Investment News Retirement...

10 questions to measure health care expenses

May 12, 2013

By entering your client's age, gender, state of residence, household income and planned retirement date into sophisticated software such as HealthView Services' HealthWealthLink tool, you can get a general idea of his or her future health care...

Personalizing estimates of health care costs

May 12, 2013

Who is more worried about the impact of escalating health care costs on retirement income planning, you or your clients? Nearly half of the high-net-worth Americans who are close to retirement are “terrified” of what health care costs may...

Finally, an Rx? Medical inflation plummets

May 8, 2013

People with health insurance saw increases in their medical costs slow from 2009 to 2011, signaling potential structural changes in the industry that could cut health-care inflation and save the U.S. hundreds of billions of dollars, according...

Mining company bankruptcy the canary in coal mine for pensioners

March 25, 2013

Retirees may think they’re on easy street if they’re receiving a defined benefit pension, but advisers are warning them that their retiree healthcare benefits might still be up in the air. Such is the crisis public sector employees and retirees...

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