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

Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm

Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.

Judge Halts Rule Capping Credit-Card Late Fees

A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.

Inflation, Economic Uncertainty Upending Retirement Dreams for Many

Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.

Perigon Wealth Management Appoints Head of Advisor Success and Integration

Maria Daley has more than 30 years of experience leading business development and relationship management teams.

SEC Wants RIAs to Verify Customer Identities

The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.

Concerns About Insufficient Savings Keep Many Retirees Awake, Survey Finds

Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.

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.