Results for "health care"

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Some plan sponsors may need a nudge about HSA rollovers

June 15, 2019

The lineup of ways workers can save for retirement has expanded in recent years, with health savings accounts now looked upon as retirement savings vehicles along with 401(k) plans. But a recent survey suggests companies aren't doing a good...

Betterment offering automated investing and advice for Optum Bank HSA

June 12, 2019

Health savings account customers of Optum Bank, one of the nation's largest HSA providers, can now use Betterment for help investing HSA money. Betterment CEO Jon Stein announced the new partnership Wednesday at CB Insights' annual Future of...

HSAs are lagging when it comes to rollovers

June 4, 2019

When it comes to traditional retirement accounts such as 401(k)s and IRAs, employers or service providers often urge participants to consolidate assets in multiple accounts via a rollover. But it appears that advice isn't prevalent when it comes...

Ladenburg looking at student loans, impact investing, health care for future fintech investments

May 17, 2019

To help advisers at its subsidiary firms stay current with the socioeconomic trends shaping the future of the financial advice industry, Ladenburg Thalmann brought together 75 forward-thinking, growth-oriented advisers for its second Innovation...

The cost of putting off enrolling in a Medicare drug plan

April 15, 2019

I heard from a financial adviser in Florida recently who asked if there was anything her clients, a married couple ages 69 and 70, could do to avoid paying a delayed enrollment penalty for their new Medicare Part D prescription drug plan. "They...

Fidelity says retirees can expect to spend $285,000 on health care

April 2, 2019

A 65-year old couple retiring this year can expect to spend $285,000 on health care and medical expenses throughout retirement, according to an annual health care study done by Fidelity. For individuals, the estimate is $150,000 for women and...

Carolyn McClanahan talks aging, prostates and going out of business

March 20, 2019

To hear Carolyn McClanahan tell it, healthcare has become a sort of pariah among financial advisers — they don't want to deal with the issue with clients, at least not in a substantial way. Ms. McClanahan, a financial adviser, recently co-founded...

HSA assets should hit $75 billion by end of 2020, study projects

February 28, 2019

Assets in health savings accounts, which totaled an estimated $53.8 billion at the end of December, should rise to $75 billion by the end of 2020, according to a study by Devenir, an HSA research and investment consulting company. The investment...

Democrats offer `Medicare for All' bill to transform health care

February 27, 2019

A leader of House Democrats' progressive wing introduced "Medicare for all" legislation Wednesday that would replace almost all private health insurance, an idea that's galvanizing the party's liberal base and winning endorsements from many...

Medicare and the high cost of prescription drugs

February 26, 2019

Howard Sorkin, a financial adviser in Chicago, is on a mission to educate clients and other advisers about the high cost of prescription drugs for some Medicare beneficiaries. People requiring specialty drugs for cancer, multiple sclerosis,...

Trump State of the Union: What advisers want to hear

February 5, 2019

Financial advisers want President Donald J. Trump to put aside divisive political rhetoric and give a positive message about the economy and solutions to pressing problems during his address to Congress tonight. In his State of the Union address,...

Planning potholes and banana peels

February 4, 2019

I once worked with a terrific wirehouse adviser based in Southeast Florida who suffered from serial honesty. Even in the heady bull market of the 1990s, he insisted on plotting retirement income strategies according to the 4% rule. This was...

HSAs give asset managers distribution outlet for in-house funds

January 30, 2019

Health savings accounts are getting more popular, and it's no surprise asset managers and retirement plan record keepers are debuting products to jump on the bandwagon. Voya Financial Inc. launched its first HSA platform last week, following...

FSI works to defend association health plans rule against court threat

January 29, 2019

This time, the Financial Services Institute is siding with the Labor Department in a lawsuit. The trade association, which represents independent broker-dealers and financial advisers, last month joined an amicus brief in a suit brought in a...

My Medicare year

January 21, 2019

I turned 64 last December. That means I am eligible to enroll in Medicare at the end of this year. Based on the inquiries I have received from friends and InvestmentNews readers, the Medicare enrollment process is filled with angst. But with...

Lack of investment options plague HSAs

December 17, 2018

Health savings accounts are getting more popular and some retirement plan advisers, hoping to capitalize on the trend, are integrating them into a service offering for 401(k) clients. But there are a few stumbling blocks. One big hurdle: a dearth...

Couples should coordinate Social Security, Medicare decisions

December 12, 2018

Young couples who marry, and even older couples tying the knot for the second time, may be prepared to utter the traditional wedding vow of 'til death do us part. But how many of them realize that their entwined lives will dictate key retirement...

Your client has a car, a gun — and Alzheimer's

November 26, 2018

Pretty much every week my wife and I hear from a relative, neighbor or friend about some challenge of getting older. Most issues involve aging parents. The consistent theme is preparation — they weren't prepared for the situation now vexing...

Countdown to Medicare and Social Security checklist

November 24, 2018

Age 62 Earliest age to apply for reduced Social Security retirement benefits, subject to earnings restrictions if working. Age 64 Research Medicare options. Age 65 Enroll in Medicare. Those who claim Social Security benefits early are automatically...

Advisers must step up guidance on Medicare, as flubs are costly

November 24, 2018

Mounting health-care costs mean medical bills increasingly have the potential to derail clients' carefully plotted plans for retirement. That makes it all the more important they get it right when it comes time to signing up for Medicare, the...

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