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.
15 Worst Cities for Retirees
Looking for a place to retire? Put these cities at the bottom of your list, WalletHub says.
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.
Tax-Exempt Nonprofits Owe Millions in Payroll Taxes
Some tax-exempt groups are seriously delinquent on payroll taxes, but the IRS doesn’t appear too eager to go after them, according to a recent report.