Results for "health care"

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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...

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...

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...

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...

Don't be unnerved by health-care cost estimates for retirement

July 22, 2019

Retirees face a variety of risks: bear markets, inflation, uncertain lifespan and declining health and the associated costs. Among these, health and health-care costs are the top concern for the majority of retirees, according to a recent T....

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...

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."...

Financial advisers shouldn't have to stress over health insurance

July 22, 2019

Many of the headlines concerning America's health insurance woes focus on the fraught status of the Affordable Care Act and the ongoing battle among lawmakers about what to do with it. To be sure, whatever your opinion of the current law, it's...

Confusion around Medicare enrollment

June 28, 2019

Sifting through my inbox, I've noticed an uptick in questions about when and how to enroll in Medicare. The source of most of the confusion relates to clients who continue to work past age 65. Medicare Part A, which is free to most retirees,...

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...

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...

Why healthy clients need to save more for retirement

July 8, 2019

Here's a counterintuitive thought: Healthy clients are likely to have higher medical costs in retirement than their less-healthy counterparts. Why? Because they are likely to live longer than average, and health-care costs tend to increase at...

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...

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...

Longevity planning will be a central mission for advisers of the future

July 22, 2019

As people live longer, healthier lives, they will need more help managing their money through retirements — which likely will last longer, too. At a recent roundtable discussion hosted by InvestmentNews on the Future of Financial Advice, many...

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...

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...

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...

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...

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...

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