Results for "health care"

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New tab for retirement health care: $240,000

March 26, 2009

The cost of health care in retirement has risen 50% since 2002, according to research released today by Fidelity Investments. A 65-year-old couple retiring this year will need about $240,000 to cover medical expenses in retirement apart from...

Alzheimer's patient costs 3X those of other seniors

March 24, 2009

The health care costs of Alzheimer's disease patients are more than triple those of other older people, and that doesn't even include the billions of hours of unpaid care from family members, a new report suggests. Compared with people aged...

Tips for managing clients' health care expenses in retirement

March 27, 2017

Survey after survey shows that health care expenses in retirement are a top concern for clients, and financial advisers are finally taking notice. According to a 2017 Survey conducted by The American College of Financial Services, advisers reported...

Strict timeline governs health savings accounts and Medicare

February 28, 2017

Many clients have chosen to enroll in health savings accounts (HSAs) because they like the triple tax savings that HSAs offer when paired with a high-deductible health insurance plan. But things can get very complicated when clients approach...

Improved health outcomes can boost retirement savings

July 10, 2018

What would you say about a planning tool that quantifies how improved management of a chronic health condition can reduce a client's medical expenses, increase their life expectancy and boost disposable income? What if you took it a step further...

New ways to estimate and fund long-term care costs

July 5, 2018

Nothing strikes fear in the heart of retirees more than the three letters: LTC. The potentially crushing costs of long-term care in a nursing home, memory care unit or even at home — most of which are not covered by Medicare — can easily...

Health savings account limits to increase for some in 2017

July 29, 2016

Health savings accounts, which were established in 2003 to allow individuals and families to save money from their paychecks in tax-deferred accounts, have been touted as a great way to save for medical expenses both today and in retirement....

Medicare trust fund will be exhausted in 2026, three years earlier than expected

June 5, 2018

The main trust fund behind Medicare, the U.S. health-care program for the elderly and disabled, will be exhausted in 2026, three years earlier than was projected a year ago, the government said Tuesday. Medicare's Board of Trustees blamed the...

4 reasons 401(k) advisers should partner with a benefits broker

March 5, 2019

The employee benefits marketplace continues to evolve, with medical and retirement products continuing to merge. This trend is fantastic for the end consumer. But what is the best way for retirement plan advisers to partner with a benefits broker...

Health care costs for retired couples climb 11% over 2014: Fidelity

October 7, 2015

American couples who are ready to retire can add an extra $25,000 in health care costs to their list of retirement expenses. A 65-year-old couple retiring this year should expect to spend a projected $245,000 on health care costs, according...

Recent rule changes to boost retiree health costs

April 30, 2018

Individually, recent updates to Medicare and Social Security rules may not have seemed like a big deal. But when taken together, seven changes to Medicare means testing, Social Security cost-of-living adjustments (COLAs) and Social Security...

Medicare becoming a bigger piece of retirement planning for advisers

May 5, 2015

Expect to make Medicare a bigger part of the work you do for retiring clients. That's because Medicare is becoming a bigger part of retirement planning at a time when health care costs are rising and employers are turning their retirees toward...

Baby boomer clients need input on medical expenses in retirement

December 7, 2014

As a financial professional, it's unlikely you went to medical school. But even if you're not an M.D., don't be surprised if clients seek your advice on complex health care decisions as they approach retirement. According to a study on health...

Savings targets for retirement health care costs fall in 2014

October 28, 2014

Retirees who are eligible for Medicare this year won't need to stash quite as much money in order to cover their future healthcare expenses — for now. Data from the Employee Benefit Research Institute shows that savings targets to fund health...

Couples should coordinate Social Security, Medicare decisions

December 12, 2018

Young couples who marry, and even older couples tying the knot for the second time, may be prepared to utter the traditional wedding vow of 'til death do us part. But how many of them realize that their entwined lives will dictate key retirement...

Caregiving costs hit family finances, employment, retirement

September 15, 2014

As America ages, more and more financial planning clients will be touched by the emotional and financial strains of caregiving. Almost half of family caregivers spend more than $5,000 per year on caregiving expenses, according to a new Caring.com...

How to properly defer Medicare enrollment

April 19, 2016

As the retirement age in our country continues to push into the late sixties and early seventies, many individuals are realizing that delaying Medicare enrollment may be a prudent plan. Considering the significant impact health care costs have...

Boomers miss mark thinking Obamacare covers long-term-care insurance

January 23, 2014

Baby boomers are out of touch with the real costs of long-term care — and the likelihood they will need it. Seventy-two percent of boomers incorrectly assume that the Affordable Care Act will cover the costs of long-term care, according to...

The 800-lb. health care gorilla in the room

October 11, 2013

Advisers need to talk to clients about saving for health care costs during retirement and earmark those dollars in the portfolio, because Americans drastically underestimate what they'll have to spend, a health care consultant told planners....

Health insurance exchange cost info released

September 25, 2013

The effective date for the state and federal health insurance exchanges is right around the corner, and details on costs and levels of coverage according to location are starting to unfold. The Office of the Assistant Secretary for Planning...

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