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Seniors living overseas are advised to enroll before moving back to the U.S.
August 9 -
The limit on deductible contributions to health savings accounts will jump by $50 for individuals and $100 for families next year.
May 31 -
Clients who consider contributing to their health savings accounts past their full retirement age are advised to rethink their plan.
May 17 -
Some seniors are missing out on a potential 20% tax deduction, and “no one is talking about what a wonderful retirement planning technique" it is, says an expert.
May 14 -
Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.
January 30
Life Planning Partners -
Advisors have a responsibility to draw them into discussions about end-of-life financial planning.
June 26
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It's not easy to talk about health and sickness with clients, but advisors must explain the options.
June 26 -
The health-care program for the elderly and disabled covers about 58 million Americans.
June 5 -
Advisors should coach their clients not only on their finances, but on health care options, as well.
May 29
Mercer Advisors -
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 -
Another blockbuster announcement from the online retail giant stirs more debate about its future plans for the financial industry.
January 31 -
A data firm and a hospital network are betting that advisors can utilize precise cost forecasts for clients' health needs.
January 26 -
With lowered surcharge thresholds effective this year, strategies to manage the bite are a way for advisors to add client value.
January 9 -
High-yield or junk bonds, equities, and real estate investment trusts are excellent investment options for IRAs.
November 17 -
The number of health savings accounts has increased 16% over the past year, and assets now exceed $40 billion.
October 24 -
Newer hybrid products are popular, but they can be expensive.
September 22 -
From health care expenses to taxes, how planners can help clients strategize.
May 5
Life Planning Partners -
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Gap in coverage concerns older clients; planners are also taking a closer look at HSAs.
January 20 -
An index of SourceMedia's comprehensive coverage of the Affordable Care Act for professionals in employee benefits and health care.
January 20














