Clients in ‘Terror’ Over Health Care as Advisors Go AWOL
Clients’ "terror" is advisors’ error in retirement health care, according to HealthView Services, whose white paper goes through planning steps it says most advisors neglect.
Time to Jog: John Hancock Offers Discount for Good Behavior
John Hancock Life Insurance will discount premiums for policy holders who track and perform well on metrics like flu shots and daily exercise.
High-Deductible Health Plans Can Unlock HSA Strategy for Older Clients
HDHPs are on the rise — a trend that can open the door to powerful planning techniques.
Dear Future Me: Please Listen!
None of us is going to defeat Father Time, so send a message to your future self before your mind someday slips.
Despite some early and perhaps dubious associations, bitcoin has gained legitimacy. Respected names are flocking to invest in enterprises set up to facilitate its use. Now it's even insurable against theft.
10 Best States for Retirement: 2015
Crime, weather and taxes factor into how the states stack up.
Scary Retirement Study: Health Care Will Eat Up Social Security Benefits
HealthView’s annual report says couples who are 55 will need to start stashing $1,200 a month just for health care.
Little-Known Tax Provision That Every Estate Planner Should Know
The 65-day rule allows some trust distributions to be made after the new year and still apply toward prior tax year.
King vs. Burwell: 5 Patches for PPACA if Court Cuts Subsidies
If the Supreme Court kills federal exchange subsidies, what happens on July 1?
Claiming Social Security; When Clients Go Bad; Fighting Public Corruption: Investment Advisor March Features—Slideshow
While advisors are not required to provide help with Social Security claiming strategies, some experts believe clients who sue their advisors over bad advice could have a case.