Life Planning Strategies
Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.
How to Enroll in — and Pay for — Medicare
By Danielle AndrusHealth insurance is confusing enough while youre still working, but once you turn 65, introducing Medicare to the mix adds another layer of confusion.
September 08, 2015
Dodging Steep Penalties in Retiree-Only HRA DesignWorried about the Cadillac tax? ACA provisions have limited health reimbursement arrangements, but these vehicles may yet be important for employers.
August 31, 2015
Is Using Big Data Price Optimization — Or Price Gouging?Insurance provides a valuable bulwark in case of loss, but also allows clients to sleep at night. Peace of mind is worth a premium but how much?
August 28, 2015
Small-Business 401(k)s Follow Large-Plan Trends: VanguardVanguard has released its small-business-focused How America Saves report, which found small 401(k) plans are mirroring trends seen at larger companies.
August 27, 2015
No Social Security COLA in 2016: Higher Medicare Premiums for Your ClientsSome retirees will bear the brunt of higher Medicare Part B premiums due to their higher income and no Social Security COLA, the Center for Retirement Research reports.
August 19, 2015
10 Cheapest States for Retirement Health CareLooking to guide your clients to states where their health care will cost substantially less? Here's your cheat sheet from HealthView Services.
August 18, 2015
10 Most Expensive States for Retirement Health CareHealthView Services advisor- and physician-reviewed methodology projects retirement health care costs based on data from 50 million health care cases.
August 18, 2015
Servicemembers Favor Permanent, Not Temporary Life InsurancePermanent life insurance ownership among members of the military has increased seven points over the last year, according to First Command Financial Services.