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Americans experiencing high levels of financial stress, CFP Board finds
Health care is the top financial concern, survey reveals; 32% worry about unemployment
Medicare premiums, surcharges to rise slightly in 2021
Income brackets to be adjusted for inflation for high-income retirees next year
No escaping IRMAAs by switching to Medicare Advantage
High-income surcharges apply regardless of how clients receive Medicare coverage
Fidelity on pace to dominate HSA business
Since 2016, Fidelity’s market share more than doubled, according to a recent Morningstar report
Addressing women’s longevity gap
Advisers can help couples prepare today for survivorship and health care costs
Medicare 2021 open enrollment begins Oct. 15
Retirees may be able to save money by reviewing new options for Medicare Advantage and drug plans for next year
Renewed emphasis on health care planning coming, says Cerulli
The HSA business is set to evolve as financial wellness programs proliferate
Health savings account assets now top $73.5 billion
The number of accounts has grown to more than 29 million in the past year
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
Long-term care a big question in pandemic
COVID-19 has highlighted the necessity of planning for care in old age, and advisers are increasingly recommending 'hybrid' annuity or life insurance products
