Medicare

More seniors than ever are choosing Medicare Advantage, but the growth isn't universal. In some states, most still prefer original Medicare, according to a recent SmartAsset study.

Rising health care and long-term care costs are reshaping retirement planning. Advisors need to know how the landscape is shifting for retirees.

Customer satisfaction with Medicare Advantage plans is down, according to a new survey from J.D. Power. But some financial advisors say zero-premium plans remain a lifeline for cash-strapped seniors.

As major insurers reduce Medicare Advantage benefits and exit markets, retirees face higher costs and limited options. Advisors need to understand the implications for retirement planning.

Many retirees mistakenly believe Medicare will cover all their medical costs, but new Fidelity research reveals that even without long-term care, routine health care expenses can add up to tens of thousands of dollars.

A vast majority of Americans yet to enroll in Medicare say they're worried about whether the program will be there for them, according to a new survey from Retirable and eHealth.

Without legislative action, Social Security and Medicare trust funds are heading toward depletion within the next decade, triggering automatic benefit cuts that could severely impact retirees and the disabled.

The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

From cryptocurrency to Medicare, 2025 is likely to be a year of change. Here's what nine experts are forecasting.

In ways big — e.g., Donald Trump's reelection — and small — e.g., a slight reprieve for Social Security's trust fund — 2024 was a turning point for American retirement. Here's what happened.

Health care costs. Student loans. Domestic abuse. Are retirement plans addressing too many problems at once?

Six out of 10 retirees leave the workforce earlier than they planned, according to a new Transamerica study. Here's why — and how advisors can help.

In 2025, premiums for Medicare Part B will grow twice as fast as Social Security benefits — and those premiums are deducted straight from the checks.

As the former president reenters the White House, significant changes to Medicare could be on the horizon. Here's what to expect.

Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning.

Planners can help savers avoid higher taxes, IRS penalties and Medicare headaches by guiding them through the strict guidelines for the accounts.

GYL Financial sees the services as a fiduciary duty to its customers alongside the industry's business incentives and compliance requirements.

The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.