Medicare/Social Security

Healthcare Estimates Can Send a Financial Plan Off the Tracks

To accurately and confidently plan for retirement, a client’s health needs, preferences, goals and location must be considered.

Medicare’s Push To Improve Chronic Care Attracts Businesses, but Not Many Doctors

Two-thirds of Medicare enrollees have two or more chronic conditions, qualifying them for a care-managing program, but only 4% participate.

Biden Is Right About $35 Insulin Cap but Exaggerates Prior Costs for Medicare Enrollees

Patients with private insurance or Medicare paid an average $63 a month for insulin, research shows, not $400 a month as the president claims.

How To Protect Clients from Social Security Fraud

Nearly everyone is a potential target. The Social Security Administration sends checks to more than 70 million beneficiaries.

Patients See First Savings From Biden’s Drug Price Push

Pharma is lining up its lawyers as savings — in the tens of thousands for some patients — kick in from reforms.

Medicare Recipients Could Save Big on Drugs This Year

Prescription drug costs are falling this year for more than 1 million seniors — in many cases, by thousands of dollars.

Older Americans Say They Feel Trapped in Medicare Advantage Plans

Switching back to traditional Medicare is expensive and supplemental insurers may deny coverage to those who do — or charge them more.

Limit on Drug Industry Middlemen Backfires, Pharmacists Say

A new Medicare rule could make it more difficult and more expensive for seniors to get prescriptions filled at drugstores.

Medicare Advantage Increasingly Popular With Seniors — But Not Hospitals and Doctors

Some providers refuse to accept it, coverage can be more limited and studies show it costs taxpayers more than traditional Medicare.

Uncle Sam Wants You to Help Stop Bogus Medicare Advantage Sales Tactics

CMM is encouraging seniors and other members of the public to report insurers' misleading or deceptive ads and other promotional materials.

Latest News

Families to Save $10 Billion Annually in Credit Card Late Fees

This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.

Windfalls from Home Ownership Start to Erode

While first-quarter home-sale prices were up in most markets, other measures show residential real estate may not be as stable as it appears.

Wealth Enhancement Group Acquires $809M Retirement Advice RIA

The partnership with The Retirement Group in San Diego brings the firm’s total client assets to more than $82.7 billion.

Yes, There Is a Best Day of the Week to Book Your Flight, Study Confirms

In general, early-in-the week bookings can save you the most money, but it depends on the airline, a survey of domestic flights finds.

Rent Increases Vastly Outstrip Wage Growth in These Markets

A new Zillow analysis shows U.S. rents have surged in most markets over the last five years — but a couple cities are clear leaders.

Oklahoma Financial Advisor Duo Managing $200M Joins Raymond James

The husband-and-wife team of Mike and Shaley Sikes of Edmond, Okla.., previously was affiliated with Edward Jones.

Demand for Advisor Services Soars, Annual Industry Survey Reveals

The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.