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The right health insurance is all that’s needed to use this triple-tax advantaged savings account.
August 2 -
Clients are advised to start looking for coverage in the marketplace, which will be open for 2019 enrollment from November 1 through December 15.
July 31 -
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 -
A data firm and a hospital network are betting that advisors can utilize precise cost forecasts for clients' health needs.
January 26 -
Advisors are in trouble if they neglect a client’s health needs.
September 14 -
Actually, there’s a third answer, says planner Victoria Konrad.
September 7 -
Advisors must be prepared with tax and planning strategies to help when clients fall ill.
August 30 -
The right strategy can save clients thousands of dollars, although the options are complicated.
July 24 -
Help could be on the way for retirement-age clients asking prickly questions about coverage options.
July 11 -
High-net-worth clients can side-step this Affordable Care Act tariff if they opt to place their investments in an S corporation. Here’s how.
March 10 -
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 -
How some firms bypass traditional methods and offer points and rewards programs.
November 4 -
Present information in manageable doses and start with demystifying the three most common costs for retirees on standard Medicare insurance.
October 31 -
About 42% of people will need some nursing home care — but long-term care insurance will pay only a tiny portion of the cost.
May 20 -
Millions of baby boomers born in 1948 will become eligible for Medicare this year and face the complexities of choosing Medicare plans. As this group navigates the choices in Medicare Enrollment for the first time, financial planners have a chance to share with them advice that will help them make the best decision.
March 13





















