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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
April 1, 2007
Joan Warner
What's Next for Medicare Is America's retirement healthcare plan really in trouble? Here's some good news -- and some hard decisions for your financial advisory clients. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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). mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
October 10, 2014
Mark Miller
Healthcare Inflation is on the Mend Tame healthcare inflation is good news for your retired clients. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
January 2, 2013
Kevin McKinley
Mapping the Medicare Maze Advisors can shed some much-appreciated light on this crucial but confusing program. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
January 31, 2005
Howard Gleckman
The Real Retirement Time Bomb Without reform, Medicare premiums will eat away at Social Security benefits. mark for My Articles similar articles
The Motley Fool
January 30, 2007
Dan Caplinger
Will You Be Covered? The costs of medical care have risen dramatically over the past several decades. Health insurance is a must for financial security, but many don't have it. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
February 1, 2006
Janet Aschkenasy
Drug Deals Here is how to help your financial advisory clients make sense of Medicare Part D. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
May 1, 2010
Rick S. Kahler
Planning for Reform It will be important to pay attention in coming months, so you can plan for the impact health care reform is likely to have on your finances, your career and your clients. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
November 1, 2012
Todd Colbeck
Boost Your Medicare Expertise What every advisor should know about government insurance to better serve clients. mark for My Articles similar articles
Managed Care
September 2000
Any way you cut it, employers appear to save if Medicare adopts drug benefit A new analysis suggests that a prescription drug benefit in Medicare would reduce employer expense for health coverage--which, in turn, could encourage more employers to offer some form of drug coverage and thus reverse this erosion... mark for My Articles similar articles
The Motley Fool
January 25, 2011
Dan Caplinger
You'll Pay More for This Must-Have Protection Long-term care insurance is becoming harder to afford. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
April 1, 2007
Elizabeth O'Brien
Are Your Clients Covered? Today's healthcare system demands vigilance from consumers and planners alike. Some financial planners are taking on the complex, expensive market for individual health insurance. And they're finding solutions. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
April 2, 2014
Kevin McKinley
Old Timers, New Tricks As clients grow older, many planning concepts are targeted towards the hazy phases of their lives. But there are also several specific ages that present new prospects and strategies, especially for those in their 60s. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
April 1, 2007
Leif Wellington Haase
To Our Health With healthcare costs continuing to spiral out of control, it's time for Americans to take a serious look at solutions. mark for My Articles similar articles
Financial Planning
February 1, 2008
David Certner
A Pain for Retirees A new policy on retiree healthcare benefits could leave millions with reduced coverage. mark for My Articles similar articles
Financial Advisor
November 2010
David Armes
What To Expect Understanding upcoming health-care reforms. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
February 21, 2005
Peter Coy
Scared To Death Of Life Insurance Choosing the amount of coverage is hard. The trick is to think like an economist. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
September 20, 2012
Kevin McKinley
Health Care Costs Are Making Clients Sick They say an ounce of prevention is worth a pound of cure. Yet when it comes to addressing client concerns about current and future health care costs, most financial advisors don't even offer even so much as a periodic check-up. mark for My Articles similar articles
Managed Care
November 2001
Medicare+Choice Problems Chasing Away 58 Health Plans Medicare+Choice, the program that was supposed to ease the elderly into managed care, is itself suffering from the uneasiness of HMOs dissatisfied with payment rates... mark for My Articles similar articles