Insurance

Healthcare Rollbacks Will Hurt Many Older Americans: KFF

Health policy experts anticipate fallout for early retirees and nursing-home residents under the new budget reconciliation law.

As Insurers Issue Denials, Some Patients Run Out of Options

New federal rules won’t prevent insurers from denying payment for recommended treatment, and they apply only to some types of insurance.

Surging Property-Insurance Premiums Leave Retirees Extra Vulnerable

As advisors re-crunch the numbers and suggest less expensive insurance options, some clients are abandoning homes in high-risk locales.

When the Search for a Loved One’s Life Insurance Hits a Dead End

Free online services can locate missing policies, but advisors have plenty of quicker options before resorting to these tools.   

He Had Short-Term Health Insurance. His Colonoscopy Bill: $7,000

Short-term, limited-duration insurance policies do not have to follow rules established under the Affordable Care Act.

How Successful Businessowners Preserve Their Legacy

Irrevocable life insurance trusts (ILITs) are powerful, tax-efficient, and can be especially helpful if the market or a business falter. (By Howard Sharfman)

After Heathrow Debacle: Who Pays for a Ruined Vacation?

Choose the right travel insurance, give yourself enough time and be persistent but nice when fighting for a cancellation refund.

Rural Hospitals Question Whether They Can Afford Medicare Advantage Contracts

Lower reimbursement rates, payment delays and resistance to authorizing patient care have them frustrated with Medicare Advantage.

5 Steps to Help Widows Manage Life Insurance Proceeds

Grieving clients are more likely to make thoughtful, sounder decisions about this payout if you add clarity and build their confidence. (By Kathleen M. Rehl)

Their Physical Therapy Coverage Ran Out Before They Could Walk Again

Private insurers typically limit these sessions to as few as 20 per year, but Medicare and Medicare Advantage tend to be more generous.

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Healthcare Rollbacks Will Hurt Many Older Americans: KFF

Health policy experts anticipate fallout for early retirees and nursing-home residents under the new budget reconciliation law.

Tariff Volatility Drives Investors to Actively Managed Funds

Analysts say active managers focused on three factors may lead them to outperform the broader market in the months ahead.

Georgia Ponzi Scheme Duped 300 Investors Out of $140M, SEC Alleges

First Liberty Building & Loan started by making bridge loans to businesses but switched to a scam, investigators say.

The One Big Beautiful Bill Offers Opportunities for Advisors, Investors

Financial advisors need to understand these changes to serve their wealthy clients properly.

Being ‘Wealthy’ Harder to Achieve Since 2021

Inflation and soaring costs have raised the amount Americans think it takes to be wealthy. And the number varies by generation.

Vanguard Announces Three New Treasuries-Based ETFs

Vanguard Fixed Income Group now offers 36 fixed income bond ETFs, including 28 index.

Army Ejects 10 Schools from ROTC Program

The move is part of cost-cutting that slashed the workforce of the Army's Cadet Command.

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