4 Business-Friendly Options for Providing Clients With Health Care, LTC Services
Aging clients are challenging traditional advisory business models. Here’s how to better serve those clients while building a business that embraces technological and demographic developments.
15 Key Health Care Act Provisions That Begin in 2014
The Patient Protection and Affordable Care Act was signed by President Obama on March 23, 2010, but 2014 is the year when most core pieces of PPACA will be activated, effecting many of your clients' health care planning.
Help for NFL Players Suddenly Rich or Suddenly Retired
The online financial education partnership with Financial Finesse, begun in 2009, now allows current and former players to get unbiased guidance by phone from Financial Finesse CFPs.
Matching HNW Clients’ Coverage With Their Risk Profile
Even, and especially, for the high net worth, make sure those clients’ insurance coverage matches their risk profile. Ask probing questions to determine their real, if often overlooked, risks.
The income tax treatment of cafeteria plans is key to their popularity. Learn how to maximize the tax benefits of these “flexible benefit plans”.
Are HRAs on the Chopping Block Under the Affordable Care Act?
Health Reimbursement Arrangements are one type of health insurance vehicle that may be on the chopping block with the dawn of Obamacare.
The Future of Financial Advice? Maybe It’s Health Care
I suspect that financing health care will replace investments as the primary service demanded by advisory firm clients in the all-too-near future.
Kitces on the Top 3 Topics for Advisors in 2013—Topic 3: Obamacare
This year may mark the beginning of a permanent change in separating employment from health insurance. Why this development in health exchanges holds major implications for you and your clients.
The Numbers Don’t Lie: Boomers Nervous About Health Care, Social Security
The 2012 Retirement & Politics Survey by Allianz has found that “transition boomers”—people between the ages of 55 and 65 who are less than 10 years away from retirement—see rising health care costs and Social Security as having the greatest impact on their retirement outlook.
Financial Freedom Is Not Free
As our country approaches the fiscal cliff, can we afford to have the financially responsible segment of our society pay for the other 50% of our society?