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Financial Planning April 1, 2006 Joan Warner	A Prescription for Planners As clients assume a growing burden for healthcare costs, financial advisers will have to figure this expense into financial plans -- building more uncertainty and competing goals into the mix.
Searcher October 2011 Stephanie C. Ardito	The Medical Digital: Navigating the Medicare Maze Since entitlement programs are the chief governmental programs under fire, I decided to revisit the healthcare bills passed back in March (H.R. 3590, the Patient Protection & Affordable Care Act).
Financial Planning November 1, 2007 Donald Jay Korn	Medicare Choices What are Medicare private fee-for-service plans and why did their fortunes rise and fall so dramatically? Most important, if these plans survive in their current form, should advisors suggest them for clients enrolled in or approaching Medicare eligibility?
The Motley Fool January 22, 2007 Dan Caplinger	Understanding Medicare: Benefits Medical coverage for seniors is a big part of a strong retirement-protection plan.
Financial Planning April 1, 2011 Donald Jay Korn	Front and Center With baby boomer clients entering the age of Medicare, it will become increasingly important for planners to keep up with the inevitable new wrinkles.
Financial Planning April 1, 2010 Donald Jay Korn	Medicare: Change is Coming This is a great time to get together with clients over 65 who will be affected by health care changes and go over their Medicare coverage. At the same time, you can see what other areas of financial planning are on their mind.
Registered Rep. January 2, 2013 Kevin McKinley	Mapping the Medicare Maze Advisors can shed some much-appreciated light on this crucial but confusing program.
Registered Rep. October 10, 2014 Mark Miller	Healthcare Inflation is on the Mend Tame healthcare inflation is good news for your retired clients.
Registered Rep. November 26, 2015 Mark Miller	Medicare Changes Coming Up If you haven't done a check-up on your clients' retirement health care costs lately, it's a good time to update the numbers.
The Motley Fool January 22, 2007 Dan Caplinger	Understanding Medicare: Costs The deductibles and co-payments for Medicare Advantage Plans and prescription-drug plans can vary greatly between particular plans. A thorough examination of such plans is necessary for understanding the costs and to make a good decision about which plan to choose.
BusinessWeek October 3, 2005 Howard Gleckman	Medicare: Decisions, Decisions With drug and HMO plans now in the mix, seniors face a raft of complex choices.
Registered Rep. May 25, 2011 Mark Miller	Pros and Cons of the Healthcare Reform Law The new health reform law already is changing the health insurance market in important ways that will affect your clients' choices and expenses.
BusinessWeek January 31, 2005 Howard Gleckman	The Real Retirement Time Bomb Without reform, Medicare premiums will eat away at Social Security benefits.
On Wall Street November 1, 2012 Todd Colbeck	Boost Your Medicare Expertise What every advisor should know about government insurance to better serve clients.
Financial Planning April 1, 2008 David E. Adler	Your Retiring Clients' Biggest Fear How to pay for healthcare is the single biggest concern that people have approaching retirement. It's important for planners to understand this as well; not only for clients, but for themselves.
Registered Rep. April 24, 2015 Mark Miller	Inflationary Effects On Seniors The inflation rate experienced by seniors is higher than that of the overall economy.
Knowledge@Wharton July 30, 2003	Restructuring Medicare Is a Riskier Operation than First Thought Hailed as a bipartisan success when passed in late June, two Medicare reform bills are losing some of their luster as they face closer scrutiny by a conference committee made up of members of both chambers charged with reconciling the legislation this fall.
Financial Planning February 1, 2006 Janet Aschkenasy	Drug Deals Here is how to help your financial advisory clients make sense of Medicare Part D.
Financial Planning February 1, 2007 Donald Jay Korn	'B' Prepared Medicare has an unpleasant surprise for upper-income retirees, but worse is yet to come. Here are some of the issues financial planners need to know about.
Financial Planning July 1, 2006 Robert M. Hayes	Preserve Medicare Medicare is a roadmap for the future healthcare of America. It should be fine-tuned and improved, not undermined and privatized as the Washington power brokers are now attempting to do.
Managed Care April 2002 Frank Diamond	Medicare+Choice: Uncertain Future for Unstable Program While policy makers haggle over President Bush's budget request for the system, an ominous question looms: Can money solve all the problems?
Knowledge@Wharton	Prescription Drug Coverage for Seniors Faces Uncertain Future The discussion about adding a prescription drug benefit to Medicare will be put on hold...
Registered Rep. November 1, 2005 Lynn O'Shaughnessy	Medicare Drug Benefit 101 If financial advisers can understand the basics of the new Medicare drug benefit plan, they can provide a great service to their clients -- perhaps even save them money in premiums. Here's where to start.
Financial Planning April 1, 2008 Henry K Hebeler	The Care Bear Most working people and even professional planners fail to see medical insurance premiums and uninsured healthcare costs as a looming disaster for many retirees. But it is a growing and major concern.
Registered Rep. October 13, 2011 Mark Miller	Determining Your Elderly Clients' Best-Fit in Medicare Plans You may be able to help senior clients save thousands of dollars in out-of-pocket health care costs by encouraging them to comparison shop for Medicare prescription drug and managed care options during the program's annual fall enrollment season.
The Motley Fool November 2, 2008 Chuck Saletta	The Extremely Frayed Retirement Safety Net Even if they don't fail, you won't get much from Social Security and Medicare.
The Motley Fool January 22, 2007 Dan Caplinger	Understanding Medicare: Claims In general, Medicare provides a level of coverage that is fairly similar to what private health insurance plans offer. Here are some tips for getting the most from it.
BusinessWeek October 10, 2005 Howard Gleckman	Medicare's Big Experiment The coming changes to Medicare aim to cut costs while improving care. Sound familiar?
Financial Advisor March 2006 Karen DeMasters	Clients Lost In Medicare Lurch Although some of the more than 40 million eligible Medicare recipients in the nation already have signed up for the new prescription drug benefits program Part D, many people still are seeking the advice of financial planners and weighing the options that are available to them.
The Motley Fool January 26, 2007 Dan Caplinger	Fall Into the Medigap: Part 2 Medicare supplemental insurance may give you the additional protection you need. Knowing more about the various plan options is helpful in making a decision about which Medigap policy to choose.
Financial Planning February 1, 2007 Bob Veres	Retirement: The New Frontier The world your retiring financial advisory clients are about to enter is changing. Navigating it will throw a host of challenges in their paths -- and therefore, yours.
Financial Planning April 1, 2010 Rick Kahler	Healthcare on the Critical List Even if Congress does enact a new law, it seems that the same old problems will remain, at least for the next few years. So let's take a careful look at what's at stake.
The Motley Fool January 26, 2007 Dan Caplinger	Fall Into the Medigap: Part 3 Medicare supplemental insurance may give you the additional protection you need. By understanding and evaluating your Medigap options, you can manage the financial risk of medical expenses, giving you the confidence that your health needs will be met.
The Motley Fool August 18, 2006 Dan Caplinger	The Medicare Drug Dilemma: Part 1 Seniors have a great benefit available to them, but it's tough sorting through it all. We're here to help.
Registered Rep. April 12, 2013 Mark Miller	Retirement and Health Care: Bad Rx You and your clients are likely underestimating how much will be spent on health care during retirement. Here's how to predict the costs.
Registered Rep. April 13, 2012 Mark Miller	A Vexing Retirement Planning Problem? Predicting Health Care Costs What worries your clients most about their prospects for achieving a secure retirement? The cost of health care.
The Motley Fool November 10, 2005 David Braze	Who Pays for Long-Term Care? In the second of a six-part series, this installment covers what Medicare and Medicaid cover (and don't cover) for long-term care.
The Motley Fool January 26, 2007 Dan Caplinger	Fall Into the Medigap Unfortunately, choosing the best Medigap policy for your particular situation can be complicated. You have to analyze the various options included in the plans that are available to you.
The Motley Fool May 16, 2011 Dan Caplinger	Don't Let This Kill Your Retirement Social Security and Medicare look sick. Here's how to handle it.
Knowledge@Wharton	Major Health Care Reform Under President Bush Remains Elusive Three of the chief health-care challenges facing the United States are: finding a way to provide coverage for the millions of uninsured, reforming Medicare, and setting up a prescription-drug plan for the elderly. The White House is likely to make headway on only the third of these in the next two years.
BusinessWeek July 14, 2003 Howard Gleckman	This Medicare Reform Is No Cure The theory: The shift will improve treatment and save taxpayers money, helping to rein in ballooning Medicare costs while offsetting the expense of the drug benefit. Those are laudable goals. Unfortunately, Congress isn't likely to achieve them.
Managed Care May 2005	Implementing Medicare Part D Could Get Ugly This expert who hopes to help everybody adjust, nevertheless expects big headaches come Jan. 1, 2006. However, e-prescribing could make the drug plan work.
On Wall Street June 1, 2012 Larry Barrett	The Reality of Health Care Costs Too many Americans are counting on Medicare to pay for a high portion of their health care costs in retirement. Too many pre-retirees are either ignoring or underestimating the advice they could be receiving from a financial advisor.
Managed Care July 2000 Michael Levin-Epstein	Congress Asked To Take Action As HMOs Flee Managed Medicare Thanks mainly to the increasing cost of providing a prescription drug benefit, HMOs are exiting Medicare+Choice, the system that was supposed to manage the health of the nation's senior citizens, in droves. Only an act of Congress can save Medicare+Choice, but is seems doubtful that will happen.
CFO June 1, 2005 Russ Banham	Prescription for Malaise? Health-insurance providers are rushing to participate in Medicare's new drug-benefit program. Companies are proceeding with caution.
Managed Care September 2006 John Carroll	Managed Medicare Revitalized: Feel-Good Plan of the Decade Insurers are largely happy with what they've seen. They're creating new benefit packages and expect more business in the next one to three years.
Managed Care May 2005 John Carroll	Evaporation of Retiree Benefits May Be Health Plan Opportunity With big companies steadily reducing coverage for retirees, plans need to devise products for this needy population.
Registered Rep. February 13, 2015 Mark Miller	Planning for Alzheimer's Carolyn McClanahan probably pays more attention to her clients' health than the typical financial planner.
Financial Advisor August 2012 Joel P. Bruckenstein	Big Retirement Threat RetireMark helps advisors estimate client health costs. Aside from another market crash, health-care costs are perhaps the greatest threat to a secure retirement.
Registered Rep. November 8, 2013 Mark Miller	Planning For Non-Retirement Here's a checklist of key retirement planning items advisors should keep in mind for their non-retired, older clients.