Insurance

‘In Sickness and in Health’ Shouldn’t End with Divorce

Before parting ways, it’s critical that gray divorcees plan for future healthcare and long-term care expenses. (By Kathy Costas)

What to Tell Clients About Original Medicare

Clients going on Medicare have reached a major milestone. You can help them make the most of it. (By Toby Stark)

Wealth Advisory’s New CEO, 33, Empowers Female Physicians

Student debt, insurance premiums and Covid have delayed financial independence and retirement for many doctors.

New Legislation Could Help Retirees Avoid a Financial Meltdown

If Medicare enrollees are permitted to invest in health savings accounts, this could be popular with clients, says our columnist. (By John Gehri)

Why Won’t More Older Americans Get Their Covid Booster?

outside of nursing homes, people generally must find their own boosters, through clinics, local pharmacies or primary care providers.

Helping the Newly Widowed

Consolidating IRAs could be a mistake if the deceased spouse was much younger than the surviving spouse, says this advisor.

Eagerness To Start Social Security Benefits Can Backfire

Clients who claim Social Security and pensions too early may forfeit “longevity insurance.” (by John Comer)

Medicare Surprise: Drug Plan Prices Touted During Open Enrollment Can Rise Within a Month

Drug manufacturers can increase their prices more often than many realize. Insurers must update their pricing every two weeks.

The Great Retirement Becoming The Great Return

Alert clients returning to work of Social Security do-overs and Medicare penalties.

New Medicare Enrollees May Get Faster Coverage

A proposed rule would eliminate delays faced by people who enroll in months after their 65th birthday.

Latest News

Routine Kidney Screening Considered

Kidney experts estimates that 37 million people in the United States have kidney disease, but around 90% do not know they have it.

Bitcoin Pizza? Liquidity Lounge?

Crypto executives are at the Davos gathering seeking to encourage faster adoption of the technology, despite the crypto crash earlier in May.

FSI Continues to Challenge DOL on Independent Contractor Rule

The trade group pledges to defend advisors’ independent contractor status as DOL appeals judge’s decision that rule must stick.

Venture Capitalist Gives Stanford $1.1 Billion for Climate Change School

Stanford University is getting $1.1 billion, its largest gift ever, for a new climate change school.

New Medicare Enrollees May Get Faster Coverage

A proposed rule would eliminate delays faced by people who enroll in months after their 65th birthday.

U.S. Life-Expectancy Drop Exceeds Other High-Income Countries

But it's not just Covid causing a growing gap in life expectancy between the U.S. and other countries.