America Is Changing. Are Advisors Ready?
Big shifts in the U.S. population will challenge advisors’ assumptions about planning and may well lead to a change in the demographics of their clients.
3 Strategies to Keep Medicare Premiums Low
What can advisors do for higher income clients to position them better to get the same Medicare coverage without unnecessarily high premiums?
What Retiring Clients Need From Advisors (That Robos Don’t Do)
Clients and prospects need help planning for rising health care costs and dealing with Social Security issues, HealthView's Ron Mastrogiovanni says at RIIA event.
Dodging Steep Penalties in Retiree-Only HRA Design
Worried about the Cadillac tax? ACA provisions have limited health reimbursement arrangements, but these vehicles may yet be important for employers.
15 Worst Cities for Retirement: 2015
These cities are expensive and may leave retirees with fewer options for activities and health care, according to WalletHub.
No Social Security COLA in 2016: Higher Medicare Premiums for Your Clients
Some retirees will bear the brunt of higher Medicare Part B premiums due to their higher income and no Social Security COLA, the Center for Retirement Research reports.
10 Best Cities for Retirement: 2015
WalletHub recently ranked the 150 most populated cities based on how well retirees can live affordably, stay busy and find health care.
10 Cheapest States for Retirement Health Care
Looking to guide your clients to states where their health care will cost substantially less? Here's your cheat sheet from HealthView Services.
10 Most Expensive States for Retirement Health Care
HealthView Services’ advisor- and physician-reviewed methodology projects retirement health care costs based on data from 50 million health care cases.
10 Scary Retirement Stats
These 10 stats could motivate just about anyone to make retirement planning a priority.