Results for "health care"

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Elizabeth Warren health care plan sparks outcry over 401(k) tax hike

November 4, 2019

Presidential hopeful Elizabeth Warren would partially fund her Medicare for All health care proposal — a key part of her campaign platform — through 401(k) savers, sparking a backlash from both industry trade groups and financial advisers....

Having the tough talk about retirement health care costs

November 2, 2019

Some advisers would rather not talk about it at all. Some focus on managing it in the short term, more or less ignoring the long term. Others believe focusing on the long term prods clients to act. [More:​ Prepping clients for retirement health...

Adding value during health insurance open enrollment

October 28, 2019

While a lot of people see the annual health insurance open enrollment period as a big headache, Michael Policar sees it as a big opportunity. Mr. Policar, wealth manager at HighTower Advisors Bellevue, has carved out a niche by rolling up his...

Healthy clients will avoid medical costs

October 26, 2019

As a former physician, one of Kenneth Waltzer's first moves when it comes to helping his clients manage and plan for health care expenses is to try and help them stay healthy. [More: Financial advisers shouldn't have to stress over health insurance]...

Prepping clients for retirement health costs

October 26, 2019

When it comes to helping clients save and prepare for health care expenses in retirement, financial advisers typically embrace one of two strategies: Focus on smaller near-term costs and hope for the best, or present clients with the overwhelming...

Medicare 2020 open enrollment begins Tuesday

October 15, 2019

Medicare open enrollment for health care coverage in 2020 begins Tuesday, Oct. 15. While most of the 60 million Medicare beneficiaries enrolled in the nation's primary health insurance program for retirees and people with disabilities usually...

Drug costs for some U.S. seniors to rise by hundreds of dollars

October 11, 2019

Senior citizens with high prescription drug costs are facing hundreds of dollars in additional expenses next year, according to a new analysis of Medicare's drug program by a nonprofit research group. Medicare's drug benefit, known as Part D,...

How advisers can help pre-retirees

October 7, 2019

Recently, I heard the phrase "inattentive households" — a term clearly coined by economists for economists — at a conference from someone discussing pre-retirees' lack of awareness of the typical income and spending changes that come with...

HSA fees drop, investment design shows improvement

October 1, 2019

Investment funds in health savings accounts have improved substantially over the past few years on several fronts, including fund options, quality and fees, according to a new report from Morningstar Inc. "You've seen definite improvements,"...

A new twist on Medicare open enrollment

September 30, 2019

Many of your retired or soon-to-be retired clients probably think of enrolling in Medicare as a once-in-a-lifetime event that's timed to coincide with their retirement date and Social Security claiming decisions. But such a set-it-and-forget-it...

The 401(k)-HSA savings rule of thumb works, until it doesn't

September 26, 2019

The rule of thumb for helping employees choose how to allocate workplace savings between a 401(k) account and a health savings account is relatively straightforward: Save up to the percentage of the employer's 401(k) match to take advantage...

4 ways to build a team that believes in making an impact

September 26, 2019

As more than 230 Carson Group stakeholders converge in Omaha this week for our annual two-day, companywide retreat, their presence reminds me of what it means to make an impact. It reminds me that, as advisers, we often forget the reach of our...

Funding an HSA with an IRA

September 17, 2019

Millions of Americans fund a health savings account each year. If the account is through their employer, it's likely funded through automatic payroll deductions. But most people aren't aware of a rule that lets them fund an HSA with their individual...

Medicare IRMAA surcharges to be adjusted for inflation in 2020

September 16, 2019

For the first time in a decade, the income brackets used to determine Medicare premium surcharges for high-income retirees will be indexed to inflation starting Jan. 1. As a result, some retirees may experience a reduction in their Medicare...

Can HSAs flip the script on retirement health care expenses?

August 28, 2019

Health care costs present a significant retirement risk for many Americans. According to a Fidelity research report, a 65-year-old couple retiring in 2019 can expect to spend roughly $285,000 in health care and other medical expenses throughout...

When to buy Medigap insurance

August 26, 2019

I have often written about the importance of clients enrolling in Medicare at the right time to ensure that they are not stuck paying delayed enrollment penalties for the rest of their lives. What may be less obvious, but equally important,...

Genworth, GE and Unum need to shore up long-term care business: report

August 20, 2019

A new report questions the health of several insurers' long-term-care insurance businesses, including those of Genworth Financial Inc., General Electric Inc., Unum Group, Aegon Americas and Senior Health Insurance Co. of Pennsylvania. The situation...

GE plunges as Madoff accuser slams its accounting

August 15, 2019

General Electric Co. fell the most in nearly four years after a prominent expert working with a short seller accused the company of an "accounting fraud" masking tens of billions of dollars in liabilities. The company called the claims "meritless."...

Tech to help advisers plan for more years of healthcare costs in retirement

August 5, 2019

Increasing lifespans mean consumers face more years of medical expenses in retirement. Add in the trends of rising healthcare costs and the burden of payment shifting to consumers from employers, and people need more help than ever managing...

Orion bringing HSA data to portfolio management dashboard

July 30, 2019

Orion Advisor Services is adding health savings account data to its portfolio management software to satisfy a growing adviser appetite to offer clients financial advice on these tax-friendly investment accounts. The fintech company is partnering...

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