6 Favorable Changes to HSAs Under GOP Health Bill: HSA Bank Report
Since the new Congress began in January, 20 bills have been proposed that impact consumer-directed healthcare and HSAs.
Health Care Costs to Swamp Social Security COLAs: HealthView Study
HealthView Services projects that retirees’ health care costs will more than double projected increase in Social Security COLAs.
Goldman Sachs Launches First Bond ETF: Portfolio Products
Nuveen also launched two new ETFs that track ESG criteria.
5 Best Countries for Affordable Health Care in Retirement
While costs rise in the U.S., expats overseas can get fully insured from just $80 a month in some countries, International Living reports.
When Life Insurance Isn’t a Lifetime Investment
When a client needs to part with a “permanent” type of life insurance policy like whole life, be sure to carefully evaluate the tax consequences.
Fund Expenses Drop 7% in 2016; Vanguard Leads the Pack: Morningstar
The largest fund family had an asset-weighted average expense ratio of 0.11% last year, the research firm says.
From ‘Pedestrian’ to Personal: Giving Clients What Wirehouses Can’t
Cardan Capital, founded in part by ex-lawyers, broke away from Merrill and now helps women going through life transitions.
Ric Edelman — Media-Savvy Advisor: The 2017 IA 25
The former financial journalist, now author and TV and radio personality, founded an advisory firm that 30 years later has $18 billion in assets.
The ‘Middle Kid’ Sounds Off
Like the middle kid in a family, Gen Xers often feel they never got as much respect as other generations.
Personal Capital Has a New CEO
Bill Harris, who founded the firm, steps down but remains chairman, as Personal Capital’s COO takes over as CEO.