Strategies for Reining In Health Care Costs in Early Retirement
Health savings accounts and direct primary care can help keep medical bills from spiraling out of control.
65 Incorporated Rolls Out Medicare Planning Software for Advisers
The i65 suite of software products enables financial advisers to help clients with some of their most consequential retirement decisions.
PSNC 2020: Considering Health Expenses in Retirement Planning
Experts weigh in on health savings accounts (HSAs) and the need for health care education in the retirement industry.
Biden’s Plan to Shore Up Americans’ Retirement Builds on Status Quo
Health Care Will Cost a 65-Year-Old-Couple $396K Over Their Lifetimes
This is assuming their health is average, according to Milliman.
Learning the Medicare Alphabet Is a Must for Modern Advisers
Wealthy Investors Question Adviser Expertise
The Spectrem study found 59% of investors said their adviser understands Social Security benefits, while 47% said their adviser is knowledgeable about Medicare.
Retirement Planning Needs to Include Discussions About Health Care Costs
Nearly two-thirds of advisers say their clients expect advice on health care costs in retirement, and 34% say their clients would likely leave them if they didn't help them estimate and plan for out of pocket health care costs in retirement.
Manning & Napier Updates Social Security, Medicare Guides
Updates to the firm’s Social Security and Medicare guides, among other publications, aim to help individuals and employers make the best decisions when it comes to maximizing and coordinating private and government benefits.