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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 -
In some cases, amassing a large IRA can have unforeseen negative consequences, including higher Medicare costs. Here’s how Roth conversions and other strategies can help.
July 20 -
Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.
June 21 -
The health-care program for the elderly and disabled covers about 58 million Americans.
June 5 -
The gap for brand-name prescription drugs for Medicare beneficiaries is likely to narrow down to 25% of drug costs from the scheduled 30% next year.
June 1 -
A new survey finds that three-quarters of baby boomers expect to postpone retirement due to a unrealistic expectations of medical expenses, among other reasons.
May 23 -
The effects are looking like "every other much-hyped tax cut of the past three decades.”
May 1 -
Many are unaware that they are responsible for a majority of their medical expenses, aside from premiums and coinsurance costs.
April 17 -
Fraudsters call seniors and get them to provide their Social Security number or pay a "processing fee" for the new Medicare card.
April 12 -
Debt is back on the rise, this time led by government.
April 9 -
There can be substantial penalties for those who are late to sign up, but when exactly is that deadline?
April 6 -
Contributing $300 a month to a 401(k) over 40 years with an average 7% return will result in more than $700,000. So the benefits are there, but do your clients know the details?
April 5 -
Retiring at a time when the market is down is the biggest risk that investors will face. Here’s how to minimize the impact of a market slowdown.
March 26 -
The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.
March 20 -
Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.
March 5 -
Seniors who reach the age of 65 and are in good health have the option of opening a Medicare medical savings account.
February 21 -
Solid financial planning is a key component in helping demystify these government programs.
February 2 -
Relying too much on tax-loss harvesting to generate an income is a common mistake that clients should avoid after they retire.
December 14 -
Small firms are allowed to set up multiple-employer plans, but the government needs to "simplify and rationalize the rules" for these types of plans, says an expert.
December 7 -
Financial advisors can still be held liable for violating impartial conduct standards even though the fiduciary rule has been delayed until 2019.
November 29






!["[T]he effects of the Trump tax cut are already looking like the effects of the Brownback tax cut in Kansas," writes Paul Krugman, an opinion writer with The New York Times.](https://arizent.brightspotcdn.com/dims4/default/621bd7f/2147483647/strip/true/crop/4000x2250+0+0/resize/1280x720!/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F6d%2F85%2Fe17fccdc48e29449c2c002ed673c%2Fpresident-donald-trump-thinking-pose-march-27-2017-bloomberg-news.jpg)









