Medicare Planning
Medicare planning news and analysis, including coverage of the Medicare Advantage program, Medicare supplement insurance, the Medicare Part D prescription drug program, and Program of All-Inclusive Care for the Elderly plans.
The Medicare Surcharge Many Clients Can Appeal, and Don't
By Frederick SaideFor clients whose life just changed, a two-year-old tax return is not a reasonable stand-in for the present.
October 12, 2026
5 Tax and Planning Questions for High-Earning Pre-RetireesA 401(k) balance and an investment allocation tell only part of the story for these clients.
October 05, 2026
Medicare Advantage Turmoil Boosts Medicare Supplement SalesThe number of Medigap policies sold in 2025 rose 32% as clients sought stable, affordable coverage.
October 01, 2026
How Trust Planning Can Address Long-Term CareIf a client needs Medicaid to pay for a nursing home, the right type of trust can preserve assets for heirs.
September 29, 2026
Why a Medicare Choice at 65 Matters at 75Advisors need to help clients understand how early decisions can affect later options.
September 24, 2026
Medicare Enrollment Deadlines: A Calendar for Advisors and ClientsThe health insurance program has a number of enrollment periods, along with deadlines tied to client ages and life events.
September 23, 2026
Clients' Social Security, Medicare Worries Run High Ahead of Midterms: CFP BoardCost pressures are driving some clients to make reactive decisions, a report finds.
September 18, 2026
How HSAs Can Help Cover Medicare Costs Tax-FreeThe savings accounts offer a powerful solution to reimburse Medicare premiums and medical expenses that Medicare excludes.