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.
Why Clients Should Consider Roth Conversions When Stocks Drop
By Robert Bloink and William H. ByrnesThey can get more bang for their tax buck — but they need to keep their full tax picture in mind.
April 21, 2026
How Advisors Can Start Treating AI Like a Tool, Not a ThreatThe strongest use cases are the tasks advisors already do manually and imperfectly, under time pressure.
April 08, 2026
Most Advisors Have Big Gaps in Medicare Knowledge: SurveyFew who took an insurer's quiz understood that "Original Medicare" lacks a cap on annual out-of-pocket spending.
April 07, 2026
Medicare Advantage Program Managers Blink on 2027 Subsidy IncreaseInsurer groups' cautious reaction suggests that turbulence for enrollees may still lie ahead.
April 03, 2026
Trump $2.2T Budget Leaves Social Security Funding FlatThe fiscal proposal provides slightly less for the agency than the $14.9 billion requested by its commissioner.
April 03, 2026
Medicare Advantage Regulators Lighten Agent Sales Rules for 2027Officials also eased retention requirements for sales call recordings.
March 25, 2026
Medicare's Observation Status RuleSome Medicare hospital stays lead to unexpected skilled nursing facility bills.
March 16, 2026
Some Medicare Households May Need $500,000 for Health Care in Retirement: ReportThe projections are particularly challenging for couples with high prescription drug costs, the Employee Benefit Research Institute finds.