Results for "health care"

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Some plan sponsors may need a nudge about HSA rollovers

June 15, 2019

The lineup of ways workers can save for retirement has expanded in recent years, with health savings accounts now looked upon as retirement savings vehicles along with 401(k) plans. But a recent survey suggests companies aren't doing a good...

Betterment offering automated investing and advice for Optum Bank HSA

June 12, 2019

Health savings account customers of Optum Bank, one of the nation's largest HSA providers, can now use Betterment for help investing HSA money. Betterment CEO Jon Stein announced the new partnership Wednesday at CB Insights' annual Future of...

Ladenburg looking at student loans, impact investing, health care for future fintech investments

May 17, 2019

To help advisers at its subsidiary firms stay current with the socioeconomic trends shaping the future of the financial advice industry, Ladenburg Thalmann brought together 75 forward-thinking, growth-oriented advisers for its second Innovation...

HSAs are lagging when it comes to rollovers

June 4, 2019

When it comes to traditional retirement accounts such as 401(k)s and IRAs, employers or service providers often urge participants to consolidate assets in multiple accounts via a rollover. But it appears that advice isn't prevalent when it comes...

The cost of putting off enrolling in a Medicare drug plan

April 15, 2019

I heard from a financial adviser in Florida recently who asked if there was anything her clients, a married couple ages 69 and 70, could do to avoid paying a delayed enrollment penalty for their new Medicare Part D prescription drug plan. "They...

HSA assets should hit $75 billion by end of 2020, study projects

February 28, 2019

Assets in health savings accounts, which totaled an estimated $53.8 billion at the end of December, should rise to $75 billion by the end of 2020, according to a study by Devenir, an HSA research and investment consulting company. The investment...

Fidelity says retirees can expect to spend $285,000 on health care

April 2, 2019

A 65-year old couple retiring this year can expect to spend $285,000 on health care and medical expenses throughout retirement, according to an annual health care study done by Fidelity. For individuals, the estimate is $150,000 for women and...

Carolyn McClanahan talks aging, prostates and going out of business

March 20, 2019

To hear Carolyn McClanahan tell it, healthcare has become a sort of pariah among financial advisers — they don't want to deal with the issue with clients, at least not in a substantial way. Ms. McClanahan, a financial adviser, recently co-founded...

Medicare and the high cost of prescription drugs

February 26, 2019

Howard Sorkin, a financial adviser in Chicago, is on a mission to educate clients and other advisers about the high cost of prescription drugs for some Medicare beneficiaries. People requiring specialty drugs for cancer, multiple sclerosis,...

How advisers can help cancer patients tackle financial distress

September 21, 2018

I'll never forget the shock when my brother-in-law, Billy — an avid athlete and outdoorsman — visited a doctor for his heartburn, only to learn he had stage 4 esophageal cancer. He fought the disease hard, but it claimed him eight months...

Intriguing snapshot of HSA users

July 24, 2018

If financial advisers were asked to create a profile of the ideal prospective client, many might list young, college-educated workers with above-average incomes so they could help them grow their wealth over several decades. If that sounds like...

FSI works to defend association health plans rule against court threat

January 29, 2019

This time, the Financial Services Institute is siding with the Labor Department in a lawsuit. The trade association, which represents independent broker-dealers and financial advisers, last month joined an amicus brief in a suit brought in a...

Why seniors need travel insurance

November 15, 2018

When your newly retired clients chat about their plans for an upcoming dream vacation abroad, are you prepared to raise the topic of travel insurance? While younger clients might dismiss the added expense as unnecessary, older clients should...

2019 Medicare premiums announced

October 12, 2018

One day after the Social Security Administration announced that monthly benefits would increase by 2.8% next year, retirees got more good news. Medicare Part B premiums, which pay for outpatient services and doctor fees, will increase by only...

My Medicare year

January 21, 2019

I turned 64 last December. That means I am eligible to enroll in Medicare at the end of this year. Based on the inquiries I have received from friends and InvestmentNews readers, the Medicare enrollment process is filled with angst. But with...

Genworth move could signal big shift in distribution of long-term-care insurance

March 14, 2019

Genworth Financial Inc.'s recent decision to halt sales of individual long-term-care insurance policies through brokers and agents and just go directly to consumers could represent an emerging trend among insurers. Genworth, the largest long-term-care...

DOL proposal on association health plans could help advisers

March 28, 2018

Traditionally, one of the most significant obstacles many small business owners face is finding quality, affordable healthcare solutions for themselves and their employees. This includes countless Financial Services Institute members. Recently,...

Democrats offer `Medicare for All' bill to transform health care

February 27, 2019

A leader of House Democrats' progressive wing introduced "Medicare for all" legislation Wednesday that would replace almost all private health insurance, an idea that's galvanizing the party's liberal base and winning endorsements from many...

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...

Vanguard research reframes retiree health care as annual expense

June 19, 2018

Framing health care costs in retirement as an annual expense rather than a lifetime lump sum can help investors better understand total annual expenditures and plan accordingly during their retirement years, according to new research from Vanguard....

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