Health Care in Retirement: How to Help Clients Plan
Financial advisors take a growing role in optimizing clients’ health care spending.
Momentum Stocks Stay in Vogue
The sectors that are hot right now suggest that investors are still happy to take risks.
‘Ho Hum’ Equity Funds Deliver in Q4: Lipper
U.S. diversified equity products ticked up 4.6% in the period, while non-U.S. equity funds fell.
Under the Hood: Medicare Premiums—What You Need to Know, Pt. 2
Understanding the premiums for Medicare parts A, B and D, along with some changes to the program from the Affordable Care Act.
Under The Hood: Medicare Parts A, B, C and D—What You Need to Know, Pt. 1
A primer on the four different parts of the Medicare system and their origins, growth, options and cost.
Hybrid Life Insurance Gets Second Wind as Health Care Coverage Vehicle
Understanding the difference between linked and built-in living benefits can help ensure that clients have the tools to bridge their health care coverage gaps.
Helping Advisors Deal With the Uncomfortable but Inevitable
Amy Florian of Corgenius shows advisors how to help clients and their families in the most difficult of circumstances with humor and direct talk.
Careful Language Wins Clients; Wall Street Feels Political Heat: January Research—Slideshow
The January issue of Research magazine offers cutting-edge advice on communicating with clients and prospects, and assesses the election-year political climate facing the financial services industry. Topics covered in the issue range from helping clients deal with health care costs to how a medieval mathematician helped shape modern retirement planning....
Health Care Costs to Top $10,000 Per Worker for First Time in 2012
Despite the fact that health care costs are projected to rise at a slower rate in 2012 than they did in 2011, according to Aon Hewitt, the per-employee expense to companies will pass $10,000 for the first time in 2012. Employee expenses are on the rise as well.
Health Care Law’s LTC Plan Appears Endangered by CLASS Act’s Potential Demise
The Department of Health and Human Services on Thursday denied a rumor that the office administering the LTC portion of the health reform law was being shut for good.