Monday, May 17, 2021

Insurance

Gerontologist Says More People Need Advisors Involved in Long-Term-Care Decisions

Start long-term-care conversations early so you’re not scrambling to help clients raise cash. (by Molly Prues)

Many Americans Can’t Cover Funeral Expenses

A new survey finds many Americans don’t have money set aside to cover the cost of a funeral.

Humana Health Plan Overcharged Medicare by Nearly $200 Million, Federal Audit Finds

This would be "by far the largest" audit penalty ever imposed on a Medicare Advantage company.

Deadline Imminent for These Tax Savings

Triple tax-free HSAs can save clients more then they realize.

Her Doctor’s Office Moved One Floor Up. Her Bill Was 10 Times Higher.

Doctors' increasingly common facility fees can shock and gouge unsuspecting seniors.

Five Critical Times to Review Your Clients’ Life Insurance

Clients shouldn’t take a set-it-and-forget-it approach, and neither should you. (By Kimberly Foss)  

Hurricanes Linked to Rise in Hospitalizations for Older Adults

Respiratory disease hospitalizations doubled the day after hurricane-force winds.

Few Older Adults are Being Screened and Tested for Hearing Loss

Only one in five polled say their doctors have recently asked about their hearing.

Hospitals Must Now Disclose Prices, But Finding Costs Isn’t Easy

Northwestern University professor offers helpful tip.

Fast-Tracking Retirement

COVID-19 prompted some of this advisor’s clients to consider retiring sooner; she showed them they could.

Latest News

Boomers Would Rather Have More Money Than More Free Time, Finds Survey

Nearly one-quarter of boomers say they’d use free time to develop a skill or turn a hobby into a side hustle. (By Ravi Kumar)

Gerontologist Says More People Need Advisors Involved in Long-Term-Care Decisions

Start long-term-care conversations early so you’re not scrambling to help clients raise cash. (by Molly Prues)

Going Back to School Won’t Lead to a Better Job for the Pickleball Crowd

Clients in their 50s may fair better with a side hustle instead of another diploma. (By Beth V. Walker)

Generate ‘Relationship Alpha’ By Teaming with Your Clients’ Tax Professionals

Six strategies for advisors to add value during and well beyond tax-filing season. (By Leslie Geller)