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The expiration of premium tax credits for health insurance could lead to hundreds of thousands of job losses and billions in reductions to state revenues.
October 16 -
Lawmakers introduced two pieces of legislation to completely eliminate taxes on Social Security benefits and extend the premium tax credits for health insurance for one year
September 5 -
The Internal Revenue Service is suspending a requirement for taxpayers who received too much on their advance payments for the Premium Tax Credit last year to repay the excess amount.
April 16 -
Guiding them through the fine print of narrow networks, deductibles and copays could become a key differentiator.
July 8
Life Planning Partners -
Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs.
May 17
Life Planning Partners -
Geography, occupation and family size will determine whether the bill helps or hurts.
December 20 -
Taxpayers face a penalty known as an individual shared responsibility payment if they do not comply, IRS says.
October 30 -
Investors are about to enter the worst two-month period of the year for stocks, according to an expert with Bespoke Investment Group.
August 1 -
From health care expenses to taxes, how planners can help clients strategize.
May 5
Life Planning Partners -
The long-awaited legislation to repeal and replace the Affordable Care Act proposes to phase out key parts of the law over several years.
March 7 -
Gap in coverage concerns older clients; planners are also taking a closer look at HSAs.
January 20 -
Here’s how to help prepare clients for what comes next.
November 9
Life Planning Partners -
We have the most expensive and fragmented health care in the world, so now what?
November 7
Life Planning Partners -
Here's what to watch for just before the counting of ballots begins.
November 4








