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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.
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?
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.
Financial Advisor May 2008 David J. Drucker	The Inconvenient Truth About Health Insurance Health insurance has become one more area of planning that finds itself on a growing list of risks advisors aren't adequately addressing in their clients' financial plans.
Financial Planning April 1, 2010 Donald Jay Korn	Good, But Not Great? Health savings accounts are starting to have many supporters among financial planners.
BusinessWeek May 28, 2007 Christopher Farrell	Health Care You Control One family finds that health savings accounts may be the smart choice.
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 Planning September 1, 2008 Jeanne Lee	HSA Highlights As healthcare costs continue to skyrocket, small business clients must arm themselves with strategies to help their employees save money on health benefits. One way is knowledge of health savings accounts and the various ways they can make benefits more affordable.
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.
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 Planning November 1, 2005 Russell Wild	Worst-Case Scenario If we ask ourselves (and we need to ask ourselves) what financial planners can do to protect the assets of a client from serious illness or injury, the first two items on the list are clear: Adequate health insurance and a good disability policy.
BusinessWeek October 8, 2009 Aaron Pressman	Getting Health Insurance When You're Laid Off The government is giving jobless workers help with COBRA, but other plans may be better. Check carefully to see what's covered.
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.
BusinessWeek November 8, 2004 Gleckman & Woellert	Your New Health Plan Health savings accounts, like 401(k)s, will give employees more choices -- but also a greater share of the costs
Financial Planning April 1, 2011 Donald Jay Korn	Baby Steps Health savings accounts are growing, although assets are still modest, and advisors, consumers and employers remain interested. Moreover, integral parts of last year's healthcare reform law may actually encourage the growth of HSAs.
Financial Planning April 1, 2008 Donald Jay Korn	Healthcare Without Medicare For many under-65 retirees, the most important question for them to think about is "How's your health?"
The Motley Fool July 30, 2004 Roy Lewis	Accounts Ease Medical Costs The new health savings accounts help ease the burden of high-deductible medical policies.
Financial Advisor April 2006 Karen DeMasters	Mission Critical Here's how financial advisors can help small businesses find affordable health insurance plans.
The Motley Fool October 22, 2010 Selena Maranjian	How to Cut Your Health-Care Costs The average family pays $4,000 in premiums for a work-sponsored health-care insurance plan. However, with a little effort, you can cut those costs considerably.
Financial Planning April 1, 2006 Joan Warner	A Prescription for Planners As clients assume a growing burden for healthcare costs, financial advisers will have to figure this expense into financial plans -- building more uncertainty and competing goals into the mix.
Health August 19, 2009 Meryl Davids Landau	How to Prevent a Medical Bill Disaster It's a fact of life: Everyone gets sick at times. The scary thing is that illness or medical bills cause nearly two-thirds of all bankruptcies.
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.
Inc. April 2006 Carl Schramm	Unexpected Benefits More people will start companies, thanks to health savings accounts.
Financial Advisor May 2004 Raymond Fazzi	Retirement Stop Sign Health care costs force many clients to rethink retiring early.
The Motley Fool November 3, 2010 Dan Caplinger	Your Answer to Skyrocketing Health Costs Health savings accounts are worth a closer look.
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 16, 2009 Dan Caplinger	The Biggest Casualty of Obamacare Health savings accounts that qualify for deductions on your income tax return could disappear.
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.
The Motley Fool August 29, 2007 Dan Caplinger	Play It Safe With Your Health Census Bureau figures indicate 47 million Americans do not have health insurance. High deductible insurance is one solution that may help these individuals to avoid a potential financial disaster.
Managed Care September 2007 John Carroll	Do Out-of-Pocket Payments Put Preventive Care on Hold? Studies by Cigna and Humana challenge some long-held assumptions about high-deductible plans.
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.
Registered Rep. October 10, 2014 Mark Miller	Healthcare Inflation is on the Mend Tame healthcare inflation is good news for your retired clients.
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.
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.
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.
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.
Financial Advisor February 2011 Ben Mattlin	Medical Bills Health-care costs are rising faster than inflation, but sound planning can help.
BusinessWeek October 24, 2005 Lauren Young	A Bad Case Of Sticker Shock Next year's health benefits will cause you to say "Ouch!" Here's what the most important changes will look like - and how painful they'll be.
Registered Rep. October 13, 2011 Mark Miller	Determining Your Elderly Clients' Best-Fit in Medicare Plans You may be able to help senior clients save thousands of dollars in out-of-pocket health care costs by encouraging them to comparison shop for Medicare prescription drug and managed care options during the program's annual fall enrollment season.
Registered Rep. November 26, 2015 Mark Miller	Medicare Changes Coming Up If you haven't done a check-up on your clients' retirement health care costs lately, it's a good time to update the numbers.
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 September 14, 2011 Dan Caplinger	How You Can Make Health Care Affordable Health savings accounts and high-deductible health plans make a powerful combination.
BusinessWeek November 8, 2004 Howard Gleckman	How Will The Plans Work? Here are some quick questions and answers about the alphabet soup of health insurance and medical accounts.
Financial Advisor January 2011	Frontline News Advisor news: Is Too Much Disclosure A Bad Thing?... Health Savings Accounts Grow In Popularity... CFP Board Puts Spotlight On Bankruptcies... Addition Through Subtraction... Survey Ranks Most Financially Literate States... Hawaii Has The Most Millionaires Per Capita...
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 November 20, 2009 Robert Brokamp	9 Ways to Cut Health-Care Costs Try these things, no matter what reform brings.
Managed Care March 2005 John Carroll	HSAs: Early Returns Are In A significant number of consultants, insurers, politicians, and, oh yes, the companies that purchase health care are increasing their interest in health savings accounts.
Entrepreneur September 2002 Joshua Kurlantzick	Through the Roof Nationwide, small businesses are about to be swamped by a perfect storm of changes that should prompt drastically higher health-care costs for 2002, 2003 and beyond. How to find a way around skyrocketing health-care costs?
Managed Care October 2003 MargaretAnn Cross	Some HMOs See Dividends In Charging Deductibles This may be one way to regain profitability, though getting permission from government regulators may take some doing.
Financial Planning January 1, 2009 Jeanne Lee	More Pink Slips Our economy has shed a staggering 1.9 million jobs in 2008 alone. As a result, many financial planners are having to help clients cope with situations much more dire than their worst-case scenarios.