Displaying 26 results
Employers falling short of workers’ benefits expectations
Two national surveys examining employer-provided plans point to gaps in retirement confidence and health benefits.
Investors focus on climate, abortion access in potential record proxy season
After last year's Supreme Court decision overturning Roe v. Wade, more companies face votes on reproductive health care.
Giving mom the gift of long-term care
The best time to consider long-term services and support is before a parent experiences a health care event like a fall, heart attack, car accident or cognitive decline.
Inflation to boost future retiree health care costs
A new report shows that even a brief period of inflationary pressures will have long-term impact on expenses.
Caregivers in the spotlight
November is National Family Caregivers Month, celebrating the more than 53 million people in the U.S. who currently provide unpaid care to a relative or friend.
Few are prepared for long-term care costs
Families continue to provide the bulk of unpaid care, according to a new report that estimates more than one-third of individuals don't have the resources for even a year of minimal care.
Covid highlights need for long-term care planning
While the pandemic undermined Americans' confidence in nursing homes and home care is preferred, its cost could exceed that of a nursing home.
Clients are tapping HSAs amid COVID-19
The accounts are frequently being used to cover pandemic-related expenses, and employers are increasingly playing up their benefits to workers
Bill would allow tax-free 401(k), IRA withdrawals to buy long-term care insurance
The measure, which would eliminate income tax and the 10% early withdrawal penalty, could boost the pool of Americans seeking private insurance.
Guiding clients through the Medicare maze
Working with independent health insurance brokers can save time, money.
Medicare premium increase and IRMAA surcharges announced for 2020
The base premium for Medicare Part B, which covers doctors’ fees and outpatient services, will increase to $144.60…
Having the tough talk about retirement health care costs
Health care costs weigh heavily on investors' minds.
Healthy clients will avoid medical costs
Kenneth Waltzer's top retirement strategy is to help his clients stay healthy.
Drug costs for some U.S. seniors to rise by hundreds of dollars
Medicare Part D's catastrophic coverage threshold will go up by $1,250 next year.
A new twist on Medicare open enrollment
The government projects a decline in premiums next year for Medicare Advantage and drug plans.
Tech to help advisers plan for more years of healthcare costs in retirement
Helping clients manage money through longer lifespans is an increasing concern.
Filial laws put kids on the hook for parents’ health-care costs
The laws underscore the need for advisers to have clients consider a long-term-care planning strategy
How to take the Medi-scare out of retiree healthcare costs
Annual open enrollment season offers chance to defang drug expenses.
Advisers face big challenges in helping clients prepare for health-care costs in retirement
Longevity, rising costs make preparing a solid health-care budget next to impossible. (Related read: Health-care costs squeeze retirement savings)
How to effectively use health savings accounts for health care in retirement
A Health Savings Account is one of the best ways to have retirement cash-flow that is excluded from Medicare's equation.
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