Is College Still a Good Investment?
As costs rise and standards sink, helping clients get their educational money’s worth is a growing challenge.
Top 15 Most Expensive States for Long-Term Care: 2015
Paying for health care is a top boomer retirement worry — and in these states, it’s easy to see why.
Many Older Americans Die With Little Money
Singles and people who died relatively young were the most likely to die with no assets, according to an EBRI study.
The Cadillac of Taxes: Not Just for Luxury Health Savings Vehicles
The types of benefits that will be subject to the Affordable Care Act’s “Cadillac tax” may be surprising.
What Retirees Will Pay for Health Care, in 5 Charts
A couple retiring in 10 years at age 65 will spend about 90% of their lifetime Social Security benefits on health care, HealthView Services warns.
15 Cheapest States for Long-Term Care Costs: 2015
The old saw about “what goes up must come down” obviously wasn’t coined by someone thinking about the costs of long-term care.
Clients in ‘Terror’ Over Health Care as Advisors Go AWOL
Clients’ "terror" is advisors’ error in retirement health care, according to HealthView Services, whose white paper goes through planning steps it says most advisors neglect.
Maximizing Retirement Income: Lincoln Financial
Lincoln Financial aims to maximize a retiree's income and offer legacy options not usually available with a typical variable annuity.
Time to Jog: John Hancock Offers Discount for Good Behavior
John Hancock Life Insurance will discount premiums for policy holders who track and perform well on metrics like flu shots and daily exercise.
High-Deductible Health Plans Can Unlock HSA Strategy for Older Clients
HDHPs are on the rise — a trend that can open the door to powerful planning techniques.