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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. 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.
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?
The Motley Fool January 22, 2007 Dan Caplinger	Understanding Medicare: Costs The deductibles and co-payments for Medicare Advantage Plans and prescription-drug plans can vary greatly between particular plans. A thorough examination of such plans is necessary for understanding the costs and to make a good decision about which plan to choose.
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.
Registered Rep. November 8, 2013 Mark Miller	Planning For Non-Retirement Here's a checklist of key retirement planning items advisors should keep in mind for their non-retired, older clients.
Registered Rep. October 10, 2014 Mark Miller	Healthcare Inflation is on the Mend Tame healthcare inflation is good news for your retired clients.
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.
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 January 26, 2007 Dan Caplinger	Fall Into the Medigap: Part 3 Medicare supplemental insurance may give you the additional protection you need. By understanding and evaluating your Medigap options, you can manage the financial risk of medical expenses, giving you the confidence that your health needs will be met.
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).
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.
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.
BusinessWeek January 31, 2005 Howard Gleckman	The Real Retirement Time Bomb Without reform, Medicare premiums will eat away at Social Security benefits.
BusinessWeek October 3, 2005 Howard Gleckman	Medicare: Decisions, Decisions With drug and HMO plans now in the mix, seniors face a raft of complex choices.
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.
The Motley Fool January 22, 2007 Dan Caplinger	Understanding Medicare: Benefits Medical coverage for seniors is a big part of a strong retirement-protection plan.
Registered Rep. January 2, 2013 Kevin McKinley	Mapping the Medicare Maze Advisors can shed some much-appreciated light on this crucial but confusing program.
The Motley Fool August 18, 2006 Dan Caplinger	The Medicare Drug Dilemma: Part 1 Seniors have a great benefit available to them, but it's tough sorting through it all. We're here to help.
Financial Planning May 1, 2005 Julian Block	The Retirement Tax Here's how to calculate the tab for those who receive Social Security benefits-and for those who pay them.
The Motley Fool January 26, 2007 Dan Caplinger	Fall Into the Medigap Unfortunately, choosing the best Medigap policy for your particular situation can be complicated. You have to analyze the various options included in the plans that are available to you.
The Motley Fool November 2, 2008 Chuck Saletta	The Extremely Frayed Retirement Safety Net Even if they don't fail, you won't get much from Social Security and Medicare.
Financial Advisor November 2010 David Armes	What To Expect Understanding upcoming health-care reforms.
The Motley Fool January 26, 2007 Dan Caplinger	Fall Into the Medigap: Part 2 Medicare supplemental insurance may give you the additional protection you need. Knowing more about the various plan options is helpful in making a decision about which Medigap policy to choose.
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.
Financial Advisor March 2006 Karen DeMasters	Clients Lost In Medicare Lurch Although some of the more than 40 million eligible Medicare recipients in the nation already have signed up for the new prescription drug benefits program Part D, many people still are seeking the advice of financial planners and weighing the options that are available to them.
Registered Rep. November 1, 2005 Lynn O'Shaughnessy	Medicare Drug Benefit 101 If financial advisers can understand the basics of the new Medicare drug benefit plan, they can provide a great service to their clients -- perhaps even save them money in premiums. Here's where to start.
The Motley Fool August 18, 2006 Dan Caplinger	The Medicare Drug Dilemma: Part 2 What happens when you need to make a change to your Medicare prescription plan? We'll help you figure it out.
On Wall Street June 1, 2010 Tim Steffen	Taking Your (tax) Medicine High-net-worth individuals need to plan today for significant healthcare tax changes ahead.
The Motley Fool April 24, 2007 Dan Caplinger	Social Security Is Saved! By not relying too much on resources that may not be there for you in the future, you can ensure that you'll enjoy your retirement years no matter what.
On Wall Street November 1, 2012 Todd Colbeck	Boost Your Medicare Expertise What every advisor should know about government insurance to better serve clients.
Registered Rep. April 2, 2014 Kevin McKinley	Old Timers, New Tricks As clients grow older, many planning concepts are targeted towards the hazy phases of their lives. But there are also several specific ages that present new prospects and strategies, especially for those in their 60s.
The Motley Fool December 21, 2005	Do You Need Long-Term Care Insurance? Don't put off at least thinking about it. Here are some quick guidelines to help determine your long-term care insurance needs.
Financial Planning July 1, 2010 Ed Slott	Strange Bedfellows It probably didn't cross your mind that the Patient Protection and Affordable Care Act and the Health Care and Education Reconciliation Act, both signed into law in March, might affect IRA planning.
On Wall Street December 1, 2010 Susan L. Hartman	Tactics For 2011 With Congress still in session at press time, there may be more than a few changes to the 2010 and 2011 federal income tax yet to come.
The Motley Fool May 16, 2011 Dan Caplinger	Don't Let This Kill Your Retirement Social Security and Medicare look sick. Here's how to handle it.
Financial Planning February 1, 2006 Janet Aschkenasy	Drug Deals Here is how to help your financial advisory clients make sense of Medicare Part D.
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.
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.
Managed Care December 2007 Martin Sipkoff	Large Plans Do Well Under Part D, But Premium Hikes Cloud Future Profits should increase over the next two years for plans that stay the course, but politics and rising premiums may affect long-term results.
Financial Planning February 1, 2013 Ilana Polyak	15 Tax Moves for Right Now The eleventh-hour tax deal reached in Washington will require some new strategies for advisors and their clients.
Managed Care May 2005 Martin Sipkoff	Health Plans Undaunted By Medicare Part D Despite the seeming Gordian knot of regulations associated with Medicare Part D, health plans figure the benefit-to-risk ratio is squarely in their favor.
Financial Advisor June 2010 Eric L. Reiner	Coming Down The Pike Health-care reform gave birth to new income tax laws that are crying for attention.
BusinessWeek October 10, 2005 Howard Gleckman	Medicare's Big Experiment The coming changes to Medicare aim to cut costs while improving care. Sound familiar?
Managed Care September 2006 John Carroll	Managed Medicare Revitalized: Feel-Good Plan of the Decade Insurers are largely happy with what they've seen. They're creating new benefit packages and expect more business in the next one to three years.
The Motley Fool May 4, 2006 Robert Brokamp	The ABCs of the Roth 401(k) There's a lot to like about the Roth 401(k) -- but it's not the same beast as the Roth IRA. So, what's worth more -- a tax break now or a tax break later?
Investment Advisor October 2007 Susan L. Hirshman	Love Those Taxes! Here are the latest ways to use tax issues to build financial advisory client relationships.
Salon.com September 8, 2000 Alan Berlow	Prescription politics What's the difference between the Bush and Gore health plans?
Managed Care May 2007 Frank Diamond	Medicare Advantage Hits Jackpot with Private Fee-for-Service Plans The secret to the success of Medicare private fee-for-service plans is as old as gold. Will beneficiary satisfaction force Congress to keep the faucet turned on?
Knowledge@Wharton	Prescription Drug Coverage for Seniors Faces Uncertain Future The discussion about adding a prescription drug benefit to Medicare will be put on hold...