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Financial Planning April 1, 2007 Joan Warner	What's Next for Medicare Is America's retirement healthcare plan really in trouble? Here's some good news -- and some hard decisions for your financial advisory clients.
Financial Planning April 1, 2008 David E. Adler	Your Retiring Clients' Biggest Fear How to pay for healthcare is the single biggest concern that people have approaching retirement. It's important for planners to understand this as well; not only for clients, but for themselves.
Financial Planning April 1, 2010 Rick Kahler	Healthcare on the Critical List Even if Congress does enact a new law, it seems that the same old problems will remain, at least for the next few years. So let's take a careful look at what's at stake.
Financial Planning February 1, 2007 Bob Veres	Retirement: The New Frontier The world your retiring financial advisory clients are about to enter is changing. Navigating it will throw a host of challenges in their paths -- and therefore, yours.
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 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 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.
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 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 July 1, 2006 Robert M. Hayes	Preserve Medicare Medicare is a roadmap for the future healthcare of America. It should be fine-tuned and improved, not undermined and privatized as the Washington power brokers are now attempting to do.
Reason November 2004 Ronald Bailey	Mandatory Health Insurance Now! It will save private medicine in the U.S. -- and spur medical innovation.
Financial Planning April 1, 2006 Marion Asnes	The Cost of Living The dual pressures of rising healthcare costs and an aging population are inexorable. For financial planners, in addition to crafting strategies for creating wealth, protecting wealth and funding a lifestyle in retirement, it's time to count healthcare costs in your projections.
Registered Rep. April 24, 2015 Mark Miller	Inflationary Effects On Seniors The inflation rate experienced by seniors is higher than that of the overall economy.
Financial Planning April 1, 2005 Neil A. O'Hara	2010: What You'll Be Selling When the baby boomers start to reach retirement age, they will switch from accumulating assets to living off their capital. That change will force boomers to reassess their financial positions and presents a big opportunity to the planning industry.
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
Registered Rep. April 13, 2012 Mark Miller	A Vexing Retirement Planning Problem? Predicting Health Care Costs What worries your clients most about their prospects for achieving a secure retirement? The cost of health care.
Registered Rep. April 12, 2013 Mark Miller	Retirement and Health Care: Bad Rx You and your clients are likely underestimating how much will be spent on health care during retirement. Here's how to predict the costs.
Financial Planning May 31, 2006	Mailbox Letters to the editor: Conditional Love?... HSAs and Long-Term Care... The Perfect Elevator Speech...
Financial Planning April 1, 2007 Leif Wellington Haase	To Our Health With healthcare costs continuing to spiral out of control, it's time for Americans to take a serious look at solutions.
Financial Planning May 1, 2010 Rick S. Kahler	Planning for Reform It will be important to pay attention in coming months, so you can plan for the impact health care reform is likely to have on your finances, your career and your clients.
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.
Nursing Management April 2011 Deborah E. Trautman	Healthcare Reform: 1 Year Later A year after the Patient Protection and Affordable Care Act was signed into law, the nation remains divided.
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.
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.
Searcher October 2010 Stephanie C. Ardito	The Medical Digital: U.S. Healthcare Reform: A Follow-Up For those interested in serious, scholarly research regarding the historical progress of U.S. healthcare reform, this column and my prior column might be a good pairing for neutral sources.
Managed Care May 2005 John Carroll	Evaporation of Retiree Benefits May Be Health Plan Opportunity With big companies steadily reducing coverage for retirees, plans need to devise products for this needy population.
On Wall Street September 1, 2013 Dave Lindorff	The New Math of Retirement Many planning metrics, used forever to craft retirement portfolios, are no longer valid. Here are the new numbers and strategies you'll need when planning for your clients' tomorrow.
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?"
Financial Planning April 1, 2011 Donald Jay Korn	Front and Center With baby boomer clients entering the age of Medicare, it will become increasingly important for planners to keep up with the inevitable new wrinkles.
Registered Rep. September 20, 2012 Kevin McKinley	Health Care Costs Are Making Clients Sick They say an ounce of prevention is worth a pound of cure. Yet when it comes to addressing client concerns about current and future health care costs, most financial advisors don't even offer even so much as a periodic check-up.
Financial Advisor May 2004 Raymond Fazzi	Retirement Stop Sign Health care costs force many clients to rethink retiring early.
Financial Planning September 1, 2007 Somnath Basu	Winds of Change If clients anticipate a 30-year retirement, they need more than one strategy. An age-banded approach helps you plan for age 65, 75, 85 and beyond.
Investment Advisor April 2008	News & Products, April 2008 New financial products: Information on long-term health care... Health savings accounts...
Financial Planning April 1, 2008 Henry K Hebeler	The Care Bear Most working people and even professional planners fail to see medical insurance premiums and uninsured healthcare costs as a looming disaster for many retirees. But it is a growing and major concern.
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.
Registered Rep. July 12, 2013 Mark Miller	Retirement Spending Is Not A Straight Line The standard method of projecting a client's spending pattern may have them saving too much.
Financial Planning April 1, 2008 Marion Asnes	Medical Miracles The editor of this publication discusses the importance of preparing your clients healthcare needs.
Financial Planning April 1, 2010 Donald Jay Korn	Medicare: Change is Coming This is a great time to get together with clients over 65 who will be affected by health care changes and go over their Medicare coverage. At the same time, you can see what other areas of financial planning are on their mind.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
Financial Planning November 1, 2007 Donald Jay Korn	Medicare Choices What are Medicare private fee-for-service plans and why did their fortunes rise and fall so dramatically? Most important, if these plans survive in their current form, should advisors suggest them for clients enrolled in or approaching Medicare eligibility?
Registered Rep. October 10, 2014 Mark Miller	Healthcare Inflation is on the Mend Tame healthcare inflation is good news for your retired clients.
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.
BusinessWeek May 28, 2007 Christopher Farrell	Health Care You Control One family finds that health savings accounts may be the smart choice.
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.
Financial Advisor August 2008 Jef Schlegel	The Clock Is Ticking If you believe the hype, the retirement picture isn't pretty. How secure are your clients' retirement plans?
Financial Advisor November 2010 David Armes	What To Expect Understanding upcoming health-care reforms.
Financial Advisor August 2012 Joel P. Bruckenstein	Big Retirement Threat RetireMark helps advisors estimate client health costs. Aside from another market crash, health-care costs are perhaps the greatest threat to a secure retirement.
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.
Financial Advisor January 2012 Ben Mattlin	Health-Care Contingencies These days, retirement planning isn't complete without a healthy dose of health-care planning.
Searcher October 2011 Stephanie C. Ardito	The Medical Digital: Navigating the Medicare Maze Since entitlement programs are the chief governmental programs under fire, I decided to revisit the healthcare bills passed back in March (H.R. 3590, the Patient Protection & Affordable Care Act).