Helping Retirees Dodge the Medicare Income-Based Surcharge
You can alter a client’s investments to generate income that is excluded from Medicare’s income calculation, but the time to plan is now.
Starting Over When a Nest Egg is Gone
Losing a retirement portfolio is devastating—but recovery is possible, with the right financial advice.
Boom and Gloom in Retirement Politics
Demographic tensions bode ill for boomer retirees.
Using Monte Carlo for Inflation Assumptions in Financial Plans
How to use Monte Carlo simulation’s lognormal distribution tool to make inflation assumptions in a financial plan.
Don’t Let Medicare Surcharges Take a Bite Out of Clients’ Retirement
New white paper offers strategies to reduce Medicare surcharges and increase net retirement income.
HSAs: The Next Big Thing in Retirement Planning?
Plan sponsors are starting to see HSAs as investment vehicles, not just cash balances used to pay out-of-pocket medical costs.
15 of the Weirdest & Craziest Cases in Health Insurance Fraud
Take a look at some of the costliest, creepiest and even dangerous to the public health insurance fraud cases.
JPMorgan’s Kelly: U.S. Economic Recovery ‘Like an Irish Summer’
Recovery has been “damp and disappointing,” David Kelly says, but decline in unemployment is encouraging. If only the housing market would recover…
9 Reasons Why Economy Stinks, According to Alan Greenspan
The former Fed chief sees a bunch of reasons why the economy won't kick into high gear, and none of them has a simple fix.
Warren Buffett Talks to Senators Sometimes
Warren Buffett spoke to Sen. Orrin Hatch before investing in the Tim Hortons/Burger King deal. This is the sort of conversation legislators should be having.