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Inc. April 2006 Carl Schramm	Unexpected Benefits More people will start companies, thanks to health savings accounts.
The Motley Fool April 4, 2007 Selena Maranjian	Making Long-Term Care More Affordable Here are some tips to lower long-term care insurance premiums.
Inc. June 2008	How To Choose A Health Care Plan: Three Ways to Save Money Tips on saving money on group heath insurance plans.
The Motley Fool February 1, 2005	Long-Term Care Insurance Tips If you're in the market for long-term care insurance, good for you! It's not something to ignore, and many of us would be smart to get it.
Managed Care October 2000	Employer-based coverage up in strong economy Health insurance premiums rose 8.3 percent over the past year for all types of coverage, according to an annual survey of employers...
The Motley Fool September 11, 2006 Tim Beyers	The Price of Cheap Insurance Sometimes it makes sense to pay up. There's no such thing as a one-size-fits-all insurance plan. It pays to ask these three questions before you buy any insurance pitch.
The Motley Fool September 6, 2011 Dan Caplinger	Make Your Job Work Harder for You You need to make the most of what employee benefits your employer gives you.
The Motley Fool November 7, 2007 Dan Caplinger	Add Hundreds to Your Paycheck Take advantage of your annual chance to change your health insurance enrollment. Choosing the right options can make the difference between saving a bundle and spending too much.
The Motley Fool October 30, 2006 Tim Beyers	Foolish Advice on Life Insurance Life insurance seems simple. And it should be. But more and more agents are selling complex, commission-boosting products that do little for consumers. Be cautious and buy only the minimum.
BusinessWeek March 15, 2004 Carol Marie Cropper	Why Health Savings Accounts May Flop It's that time of year: Accountants are reminding you to make contributions to tax-favored plans such as IRAs and 401(k)s. This year brings a new option -- the Health Savings Account, approved late last year in the same bill that gave seniors prescription-drug coverage. But don't rush to sign up: You almost certainly don't qualify.
The Motley Fool December 11, 2007 Dayana Yochim	PPO? HMO? HSA? OMG! Ready or not, for many employees, this is the only chance for the next 12 months to modify their health coverage. Here's how to pick the right employee health-care plan, whether you're single, married, in a family way, or feathering an empty nest.
BusinessWeek June 13, 2005 Christopher Farrell	HSAs Could Keep You In The Pink Health savings accounts may be just the ticket for entrepreneurs.
Registered Rep. May 25, 2011 Mark Miller	Pros and Cons of the Healthcare Reform Law The new health reform law already is changing the health insurance market in important ways that will affect your clients' choices and expenses.
The Motley Fool August 3, 2007 Dan Caplinger	When to Buy Long-Term Care Insurance Long-term care insurance pays out financial benefits to help you pay the expenses of nursing homes and home health care. Should you buy now, wait, or just skip the whole thing?
The Motley Fool July 5, 2006 Dan Caplinger	Get an Insurance Checkup: Part 2 Insurance is a tricky subject, rife with complexity and confusing language and concepts. If you remember that your main goal in buying insurance is to reduce your own risk, it's easier to evaluate exactly what risks you have and therefore what sort of insurance you really need.
Managed Care June 2005	Trying to Measure Interest in HSAs Though the growth in the number of consumers choosing plans that use health savings accounts (HSAs) as well as the growth in the number of insurance companies that offer such plans is impressive, the number of those electing such coverage remains relatively small.
Financial Planning April 1, 2007 Elizabeth O'Brien	Are Your Clients Covered? Today's healthcare system demands vigilance from consumers and planners alike. Some financial planners are taking on the complex, expensive market for individual health insurance. And they're finding solutions.
Managed Care September 2000	Any way you cut it, employers appear to save if Medicare adopts drug benefit A new analysis suggests that a prescription drug benefit in Medicare would reduce employer expense for health coverage--which, in turn, could encourage more employers to offer some form of drug coverage and thus reverse this erosion...
Registered Rep. November 29, 2012 Kevin McKinley	Getting Out of Health Care Limbo Many clients and prospects have already retired but are not yet eligible for Medicare. Here are their options for getting out of health care limbo.
The Motley Fool September 29, 2006 Karl Thiel	Is an HSA Right for You? Health savings accounts can help you reduce costs -- if you know how they work.
The Motley Fool April 26, 2007 Dan Caplinger	Don't Quit Your Health Insurance Quitting a job can elevate you to new heights in your career. To keep from paying the price, however, you need to make sure you bring your health insurance with you.
The Motley Fool September 14, 2011 Dan Caplinger	How You Can Make Health Care Affordable Health savings accounts and high-deductible health plans make a powerful combination.
The Motley Fool December 12, 2006 John Dutemple	What About My Health Insurance??! COBRAs? HIPAAs? It's a jungle out there. A job change is stressful enough without the worry of losing your health insurance. Here is a guide through the jungle of rules and options.
Financial Planning April 1, 2007 Donald Jay Korn	Healthy, Wealthy and Wise As more and more affluent clients start managing their medical costs, financial advisors may be asked to provide a second opinion on the choices.
Entrepreneur March 2005 Jill Amadio	Take Cover No need to panic--we've got tips to help you cut your company's car insurance costs.
The Motley Fool September 3, 2010 Dan Caplinger	Don't Make This Life-Changing Mistake Too many people have given up life insurance coverage.
Managed Care October 2005	Study: Push for CDHPs Runs Low on Information Even if employees were motivated to get more involved in health care coverage decisions, and even if they had the know-how to weigh all the variables before making those decisions, they would not have access to the sort of information that they'd need to pull this off, says a report.
The Motley Fool September 13, 2006 Dan Caplinger	The Dark Side of HSAs The combination of tax-deductible savings, tax-free income and withdrawals, and lower insurance premiums make the health savings account provisions extremely attractive. However, HSAs aren't right for everyone.
The Motley Fool August 18, 2005 Selena Maranjian	Make Health Insurance More Affordable Here are some health insurance money-saving strategies.
Financial Advisor April 2006 Karen DeMasters	Mission Critical Here's how financial advisors can help small businesses find affordable health insurance plans.
Financial Planning April 1, 2006 Donald Jay Korn	HSAs Determining how to procure vital health insurance without breaking clients' bankbooks has become a challenge for financial planners. Are these low-priced insurance plans the new prescription for rising healthcare costs?
Inc. April 2005 Jennifer Gill	Cut Your Health Care Costs Now Nine ways to slash your small firm's insurance costs, from health savings accounts to getting tough with your broker to joining purchasing pools.
The Motley Fool November 3, 2010 Dan Caplinger	Your Answer to Skyrocketing Health Costs Health savings accounts are worth a closer look.
Registered Rep. October 22, 2012 Kevin McKinley	Giving Working Clients a Health Insurance Checkup As health care has taken center stage in the national debate, one of clients' biggest concerns is how to handle their ever-increasing and always-confusing health insurance and health care costs.
Registered Rep. January 1, 2006 Jim Ambrosio	Filling A Void The potential of the health savings account in the small-business market as both an investment and insurance vehicle is enormous for banks, brokerages and insurers, as well as for independent advisors.
The Motley Fool December 20, 2005 Dayana Yochim	Shop on the Clock Why pay for things like doctors' bills, disability insurance, and baby-sitting if your boss is willing to pick up the tab? How to milk your employer for every last penny that is rightfully yours.
Entrepreneur March 2005 Joshua Kurlantzick	Health of a Nation Entrepreneurs are sick of sky-high health insurance premiums, and the government is scrambling for reform. But can Uncle Sam save the deteriorating state of health care?
Financial Planning January 1, 2005 Kevin J. Delaere	Healthy Advice Both clients and financial advisers should consider health and medical savings accounts as a vital part of an investment plan.
Financial Advisor July 2008 Allen Hamm	A Better Option The long-term care insurance industry is up to a new trick: Marketing LTC insurance through groups.
Managed Care October 2005 Martin Sipkoff	The Lure of Tax Reform Politicians on both sides of the aisle are considering tax reforms as a way of fixing the health care system. What might it mean for health plans?
The Motley Fool March 30, 2007 Dan Caplinger	5 Tips to Avoid Bad 529 Plans Saving for college should help your kids, not your broker.
Managed Care December 2001	Tie to Employers Stresses Fragility Of Health Coverage About two thirds of Americans receive health insurance through their employers or families, and many gain or lose coverage when they marry, divorce, or move to new jobs...
The Motley Fool October 26, 2007 Buz Livingston	Buy Term, Young Man Don't fall for insurance hype. By taking up so much of a young family's budget, whole life doesn't give most families the balanced financial plan they need.
Inc. June 2008	How To Choose A Health Care Plan: Finding the Right Plan Advice on what companies should consider when choosing a group heath plan.
Financial Advisor October 2005 O'Donnell & Maher	Health Savings Accounts: To Have And To Hold Offering deductibility, tax-free growth, unpenalized carryovers from year to year, tax-free withdrawals and portability, a health savings account (HSA) is a financial planning tool that needs to be considered by advisers.
The Motley Fool September 25, 2011 June Walbert	Trimming Your Budget? The One Bill You Can't Afford to Cut Why life insurance is essential, even in tough times.
Financial Advisor March 2004 Marla Brill	Will Health Savings Accounts Have A Market? new way to pay for health care that combines an insurance component with an intriguing savings kicker was introduced by the Medicare Reform Act in December. Health savings accounts (HSAs) are designed to help individuals save for qualified medical and retiree health expenses on a tax-favored basis.
The Motley Fool January 12, 2009 Dayana Yochim	Fiscal Fitness '09: Bragging to Your Insurer Is Worth at Least $400 Get ready to make a phone call that could shave as much as $500 on your car insurance premiums.
Managed Care January 2007	Most People Happy With Their Coverage Americans still appear satisfied with their health care coverage, according to a Wall Street Journal/Harris Interactive poll.
The Motley Fool November 1, 2004 Dayana Yochim	How to Shop on the Clock Doctors' bills? Disability insurance? Company stock? Put it on the boss's tab.