Insurance

Medicare will charge a high-income surcharge if seniors reported more than $85,000 (or $170,000 for joint filers) in modified adjusted gross and tax-exempt interest income.

Even middle-class households who have health insurance are at risk, as a researcher points out that they are the ones who filed for the most bankruptcies.

The appointment comes after an earlier announcement of broad leadership changes at the firm.

The No. 1 IBD requested that other variable writers “contractually reaffirm their commitments to protecting trails,” an executive says.

Seniors who intend to get a Medigap policy to supplement their traditional Medicare coverage may have trouble getting one.

Clients may want a new plan if there have been unfavorable changes to their old plans, they want more flexibility or because of a new illness.

The law now creates a different method of caring for relatives while preserving the family’s financial plan, a John Hancock associate counsel writes.

The planner is among the brightest minds in the financial planning profession, but his endorsement of the organization's certification standards is "decidedly enigmatic."

If your client's goal is to save more for retirement, there are some simple steps they can take to make that resolution stick.

There can be benefits in enrolling simultaneously, but there are also incentives to consider in waiting on Social Security, instead of claiming benefits at 65 when Medicare kicks in.