Insurance

Retirees who earned at least 40 work credits are entitled to Medicare Part A and can pay for Part B through their Social Security checks.

The standard deduction is the best tax strategy for many seniors, but if they had significant health care costs last year, itemizing could save them some money.

So many terms, so little time. Test yourself using our third installment of our quiz series.

Gap in coverage concerns older clients; planners are also taking a closer look at HSAs.

The one-size-fits-all approach may not suit everyone as circumstances vary. Investors may consider a managed account, plus a robo, which is an inexpensive alternative.

Policy owners who take out loans may need a rescue — but not all life preservers are created equal.

Help clients avoid costly mistakes when enrolling in these essential programs.

Help clients avoid costly mistakes when enrolling in these essential programs.

While delaying Social Security can maximize retirement benefits and boost income, some clients have financial circumstances that make an early retirement a better option.

The tax benefits of an HSA make those plans a better option to max out first, although contributing just enough to a company plan to get any matching funds should be first.

It’s a "complicated octopus" to manage finances for clients who struggle with chronic health issues.

Trump has proposed making it easier to pass on HSAs to heirs, while some House Republicans want to nearly double contribution limits.

Here’s how to help prepare clients for what comes next.

We have the most expensive and fragmented health care in the world, so now what?

How some firms bypass traditional methods and offer points and rewards programs.

Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.

Shock and awe: When actual retirement health care costs soar beyond what a client had anticipated for their later years.

Present information in manageable doses and start with demystifying the three most common costs for retirees on standard Medicare insurance.

Genworth CEO Tom McInerney has been selling assets so the insurer has enough liquidity after being hit by losses on its long-term care coverage,

Failed marriages for aging baby boomers has doubled, forcing them to work longer and impacting financial planning, sometimes in the wrong way.