Results for "health care"

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Strategies to mitigate new surtax could kick Medicare prices higher

September 30, 2013

Advisers and clients might want to take a closer look at the tactics they're using to mitigate the new 3.8% investment income tax because certain strategies could lead to higher Medicare premiums. The 3.8% surtax, which kicked in at the start...

Clients need prep for long-term care

December 30, 2015

A recent survey conducted by Lincoln Financial Group, “Managing Long-Term Care Risk,” revealed some surprising reasons why Americans, aged 18 and over, are so unprepared to meet their long-term-care expenditures in retirement. An astonishing...

Want to max out Schedule A deductions? Schedule

May 30, 2013

Thomas C. West, Signature Estate & Investment Advisers

Mary Beth Franklin: Meeting the monthly health-care nut

May 17, 2013

Mary Beth Franklin, InvestmentNews

Ignoring women's health-care costs 'reckless': Experts

November 21, 2012

Financial advisers have an obligation to help female clients plan for future health care needs and expenses, including evaluating the options for long-term-care insurance and Medicare, according to a panel of experts participating in an InvestmentNews...

Biggest expense for Americans over 50? Not health care

February 15, 2012

What’s the biggest expense facing people over 50? Counterintuitively, it’s not health care. Instead, it’s what they shell out for home mortgages and property taxes. While spending drops for most individuals once they’re in retirement,...

Unpleasant surprise on Form 1040 for Obamacare participants

January 7, 2015

This tax season's going to be cumbersome for freelancing clients and independent contractors and their accountant, thanks to additional paperwork stemming from the Affordable Care Act. Last year was the first year in which individuals were required...

Advisers must help clients decide how HSAs fit in their plans

December 7, 2014

Health savings accounts, as reported in the Dec. 1 issue of InvestmentNews, offer financial advisers and their clients a planning opportunity, and a new planning complication. The opportunity is the chance to set aside money on a tax-advantaged...

Early detection of Alzheimer's would allow for better financial planning

November 18, 2014

A new blood test being developed to detect Alzheimer’s can identify the disease up to a decade before a clinical diagnosis can spot the signs, a development that should help financial advisers better plan for their clients’ future. “From...

Early onset Alzheimer's: When plans are upended

November 3, 2014

Ken Sullivan and his wife, Michelle Palomera, seemed like ideal clients. Both had well-paying jobs in financial services and had been diligent savers. Their financial adviser helped them cover their bases, building their money in managed accounts...

Protecting vulnerable aging clients

November 2, 2014

As clients age and laws evolve, the securities industry faces incalculable risks that require rigorous internal controls to properly manage relationships with vulnerable aging investors. An unsuitable investment recommendation to a client once...

Can an adviser affiliated with an insurance company be fee only? Yes.

July 21, 2014

For nearly two years, the issue of compensation descriptions has roiled the investment-advice business. The topic becomes even trickier when insurance licenses are thrown into the mix. Whether investment advisers like it or not, the Certified...

John Hancock B-D to terminate health and insurance benefits

April 4, 2014

Registered representatives at Signator Investors Inc., John Hancock's broker-dealer, received some dismaying news on Tuesday: The firm will be terminating its health and insurance benefits and will freeze its retirement benefits plan at the...

The other Alzheimer's tragedy

September 30, 2012

Ethelle Lord cared for her husband, Larry Potter, at home for the first 10 years that he suffered from Alzheimer's disease. She quit her job, modified their home to make it safe and cut back on expenses, including groceries and gasoline. Ms....

'Transformative events' shape client's financial thinking, survey finds

March 19, 2012

Even a solid income and respectable household net worth aren't always enough to keep investors from worrying about the future, according to the results of a new survey. A Citibank study of more than 600 U.S. adults with household incomes of...

Repeal of Obamacare emerges as a market risk

January 13, 2015

Never mind falling oil prices and brewing geopolitical risks, what about the stock market's reaction to a repeal of Obamacare? Health insurers would feel the pain Financial advisers are discovering inroads in the defined contribution plan arena....

One of industry's last holdouts, NAIFA elects its first female president

September 4, 2014

For the first time since it was founded in the early 1890s, the National Association of Insurance and Financial Advisors will be led by a woman, starting next week. Juli McNeely will be installed as NAIFA president Monday during its annual conference...

Finra, SEC at odds over disclosure of bad behavior by brokers

May 16, 2014

Finra and the SEC are at odds over how much Wall Street wrongdoers should have to admit about their bad behavior. Splitting hairs when it comes to brokers behaving badly. When regulators send mixed messages Millennials might be great at getting...

Fidelity throws its weight behind longevity annuities

August 21, 2015

Fidelity Investments is giving its clients a new option for planning for the costs and risk of living longer. The retirement-plan services giant said Thursday it will offer a variety of deferred-income annuities to individual retirement accounts....

Bigger & Better

March 16, 2015

Though these billion-dollar babies are a diverse group, on the whole they appear to be growing their businesses faster, trimming overhead more aggressively, serving larger clients and generating more money for their owners than their smaller...

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