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For some women, widowhood produces a windfall — and plenty of headaches

November 17, 2018

Because of women's longer average lifespans and likelihood of widowhood, most discussions about women's retirement planning tend to focus on the financial risks of aging alone and the fact that single women over the age of 65 are more likely...

J.P. Morgan's Carson: Three ways the Affordable Care Act affects Medicare beneficiaries

August 26, 2014

The Affordable Care Act has changed how much high-income beneficiaries pay for premiums and the potential charges incurred for prescriptions, co-pays and deductibles, according to Sharon Carson, retirement strategist at J.P. Morgan Asset Management.

Medicare enrollment ends HSA eligibility

February 9, 2017

As many clients continue to work beyond the traditional retirement age of 65, financial advisers are often confronted with questions about the interaction of employer-provided health insurance, Medicare and health savings accounts. Health savings...

Clients need help filing Social Security disability claims

December 27, 2017

When financial advisers discuss Social Security benefits, it is usually in the context of counseling clients when to claim retirement benefits and the impact of that decision on the amount of survivor benefits for the remaining spouse. But one...

Skeptical advisers should reexamine their attitudes toward reverse mortgages

June 19, 2016

Many financial advisers have jaundiced opinions about reverse mortgages, but as Mary Beth Franklin noted in last week's issue of InvestmentNews, many of the weaknesses of the original reverse mortgages have been fixed. In other words, these...

Advisers' role in retiree health care

May 15, 2016

What's the single biggest expense that your clients will face once they've retired? Housing? Recreation? How about health care costs? Between Medicare premiums and the portion of medical bills Medicare doesn't pay, health care costs are actually...

Budget deal would nix popular Social Security claiming strategies

October 28, 2015

A budget agreement reached by congressional leaders and the White House would kill popular Social Security claiming strategies shortly after the measure becomes law, cutting off payments in midstream for beneficiaries, according to experts....

Katy Votava: Why health savings accounts are a great way to save for retirement

August 14, 2015

HSAs are the most tax-preferred savings vehicle we have in the United States today, according to Goodcare.com President Katy Votava. Find out to coordinate the use of these accounts with Medicare coverage.

Health-insurance reform uncertainty hampers advisers' ability to counsel to clients

July 8, 2017

The failure of congressional Republicans to pass a health-insurance reform bill to replace the Obama administration's Affordable Care Act has complicated the lives of financial planners and investment advisers in many ways. The most obvious...

Baby boomers reach required minimum distribution milestone for retirement accounts

June 20, 2016

The first of wave of baby boomers will hit an important milestone beginning July 1. Those earliest boomers born at the start of 1946 will turn 70½ in mid-summer, and will be followed at the rate of 10,000 people per day for the next 18 years....

Retiree medical expenses could outpace Social Security benefits in 20 years

May 23, 2016

A new report projecting health care costs for current and future retirees is chock full of scary numbers that should keep most financial planners up at night. But just as hiding under the covers during graphic horror flick scenes won't change...

Double whammy: Potential lack of COLA could mean higher Medicare premiums

August 13, 2015

The 2015 Social Security Board of Trustees annual report stated that some Medicare enrollees could see a 52% increase in their Medicare Part B premiums starting in January 2016! To understand how this is possible, a brief overview of Medicare...

An adviser's guide to Medicare open enrollment

September 28, 2018

If you are younger than 65, you probably wonder what all the fuss is about as you're bombarded with television ads for Medicare Advantage and prescription drug plans each fall. As a financial adviser, you should view the annual Medicare open...

Grappling with retirement health costs

September 25, 2016

It is fairly well-known that Americans are living longer and that medical costs are climbing. How advisers are dealing with these two trends is less clear. There is a good reason why, in the opening paragraph of his cover story last week, InvestmentNews...

10 surprising facts about Medicare

June 22, 2017

More than 55 million Americans rely on Medicare for their health care coverage. Every day, another 10,000 people turn 65, making them eligible for the government-provided health insurance program. But the rules are complicated, and what you...

Mary Beth Franklin and Katy Votava: How to avoid big Social Security and Medicare penalties

May 19, 2017

Mary Beth Franklin, contributing editor at InvestmentNews, and Katy Votava, president at Goodcare.com, discuss the rules you need to keep in mind to get the most out of these programs.

Hillary Clinton's plan to prevent stock market crashes

October 9, 2015

Hillary Clinton has a plan to prevent the next stock market crash. Step one: New fees for taking investment risks, because taking investment risks aren't risky enough already, or something like that. Nirvana in a nutshell The juiciest tidbits...

Going under the hood of the new DOL fiduciary rule

April 6, 2016

The Labor Department has just revealed the final scope of a controversial new rule intended to raise investment advice standards on retirement accounts. It's the most significant change in the retirement and IRA marketplace since the ERISA law...

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