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.
6 IRA Mistakes to Avoid
By Roger WohlnerThese accounts come with tax implications and some planning strategies your clients might not know about.
July 31, 2026
Dual Eligibles and Medicare Savings ProgramsRetirees and near retirees will need extra help to understand these programs.
July 30, 2026
PRO
As Retiree Healthcare Costs Keep Rising, Planning Ahead Can HelpOlder clients will spend 7.5% more on this expense in 2026 compared to 2025, a Fidelity study finds.
July 27, 2026
Investments, Meet InsuranceClients expect advisors to help them with all of their finances.
July 21, 2026
Fidelity's Estimate for Post-Retirement Health Costs Jumps 7.5%That compares with an estimated 2027 Social Security cost-of-living adjustment of just 3.8%.
July 15, 2026
Medicare Will Cross a Grim Line in 11 Years: Alicia MunnellThe retirement researcher looked at the trustees' report and saw a messy X.
June 30, 2026
What a Social Security Disability Insurance Appeal Can Mean for a Client's Medicare TimingFor some clients, the health benefits matter more than the income support.
June 23, 2026
These Factors Have a Big Impact on Retirement Health CostsA five-year change in retirement timing or life span can affect costs significantly, Milliman reports.