Retirement Insurance & Health

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  1. Long-Term Care Expenses: What You Should Know

    Being prepared for long-term care is a critical element of financial planning. Here's what it costs.
  2. The Crippling Cost of Self-Insuring Long-Term Care

    Covering the cost of long-term care without insurance can deplete retirement savings quickly.
  3. Tax-Friendly Options for Long-Term Care Insurance

    Here are four tax-advantaged ways to help reduce the financial burden of long-term care insurance.
  4. How to Maximize Employee Benefits From the Start

    Taking the time to make proper selections within your employer-provided benefits package is crucial and could significantly ...
  5. How Clients Can Fund Long-Term Healthcare Costs

    Healthcare costs in retirement are rising. Here are some options that you and your clients should consider to help them fund ...
  6. Don't Let Risk Ruin a Great Financial Plan

    No good financial plan is complete without risk management or insurance planning. Here's how to manage your risk.
  7. How to Use Life Insurance to Manage Legacies

    These are some of the legacy-building ways that life insurance policies can be used.
  8. How the Long-Term Care Insurance World Is Changing

    The long-term care insurance market is continually changing and prices routinely go up. This is an overview of what to expect ...
  9. How to Fund Your HSA with IRA Dollars

    From a retirement planning perspective, a free lunch can refer to the relatively unknown one-time IRA to HSA transfer.
  10. 7 Big Social Security and Medicare Myths

    Here are some common misconceptions that many clients of financial advisors have when it comes time to file for Social Security ...
  11. Helping Clients Avoid Retirement Landmines

    Your clients may hold well thought-out retirement plans, but things happen that can disrupt—or even derail—them. Know when ...
  12. 10 Best Retirement Cities in the U.S.

    Discover 10 destinations across the United States whose mix of affordability, weather and amenities attracts significant ...
  13. Mistakes to Avoid When You Own Life Insurance

    How to avoid some common mistakes that can cause tax and inheritance problems when you own life insurance.
  14. How to Help Clients Navigate Medicare Enrollment

    Here's how to help clients navigate the maze of Medicare enrollment.
  15. Retirement Healthcare Costs: How to Prep for Them

    Research shows that people are underestimating their healthcare costs in retirement. Here's how to prepare to deal with the ...
  16. Top 4 Medicare Mistakes to Avoid

    Sorting through Medicare can be confusing. Here are some potential mistakes to avoid when choosing your plan.
  17. The Top Tip for Financial Success: "Start Planning Early"

    The earlier you start planning and saving, the better your chances are of living the lifestyle you want.
  18. When to Update Your Life Insurance Beneficiaries

    Life insurance policies need to be reviewed regularly to make sure that the beneficiary you chose some time ago is still ...
  19. Cheaper Hearing Aids at Last?

    PSAPs have emerged as a cheaper alternative to standard hearing aids, but are they a viable option? Some industry professionals ...
  20. Medical Power of Attorney: Which Child to Choose?

    Don’t compromise for the sake of family harmony when you pick an adult child to fill this role. But be sure you fully explain ...
  21. Long-term Care: Traditional vs. Alternative Policies

    All long-term care policies have unique advantages and disadvantages. Here's an overview.
  22. A Guide to Social Security Dependent Benefits

    Advisors and their clients tend to focus on Social Security retirement benefits. Social Security also offers dependent benefits. ...
  23. Long-Term Care Policies: Cost vs. Value

    Long-term care insurance can be a godsend for those who need it for an extended period of time. Read on for more about this ...
  24. 7 Issues to Consider When Determining Life Insurance Coverage

    Seven issues to consider when buying life insurance to ensure the coverage is tailored to meet your personal financial situation. ...
  25. Permanent Life Policies: Whole Versus Universal

    Permanent life insurance combines lifetime insurance with savings to provide lifelong security. Premiums are quite high because ...
  26. What Is FICA?

    The Federal Insurance Contributions Act is a U.S. law that requires a paycheck deduction be paid to Social Security and Medicare.
  27. How Whole Life Insurance Works

    Whole life insurance combines insurance and an investment component for policyholders.
  28. 3 Big Medical Costs and How to Protect Against Them

    Without a plan, an unexpected injury or chronic disease will cost you.
  29. A Guide to Evaluating HSA Custodians

    You have options in choosing the manager of your HSA, even if the account is through your employer. What to look for in ...
  30. Universal Life Insurance: Hidden Dangers for Retirees

    This type of permanent life insurance is often touted as a source of income, but using it that way is full of traps. So, ...
  31. Shopping the New Retirement Products

    There are more options than ever for retirement portfolios these days. Choosing the right product comes down to your needs, ...
  32. What Retirees Need to Know About Health Insurance

    Healthcare costs can eat a large chunk out of a retiree's income. Knowing what to expect can help you prepare and make the ...
  33. 3 Methods to use Life Insurance as an Investment During Retirement

    Find out whether life insurance may be a smart investment after you retire, and why it really depends on what you are trying ...
  34. How Survivorship Life Insurance Works

    Should you buy a survivorship life insurance policy?
  35. Do You Need Life Insurance After You Retire?

    The answer depends on your sources of income, how much debt you carry and whether you have dependents who rely on you financially.
  36. Is Your Health Insurance Enough For Retirement?

    Learn what to expect to pay for health insurance in retirement, what is covered through Medicare and what the Affordable ...
  37. Income Relating: Now It Applies to Medicare

    You can retire, but you can never retire from income tax planning.
  38. Why Own Life Insurance in a Qualified Retirement Plan?

    What are the pros and cons of owning cash value life insurance in a qualified retirement plan?
  39. How Private Split-dollar Life Insurance Works

    Understand how a private split-dollar life insurance plan can help leverage gifts and reduce estate taxes.
  40. How to Avoid Penalties When Postponing Medicare

    The rules and timing can be tricky; here's how to navigate them, without getting dinged by penalties.
  41. These Are the 5 Financial Products/Services the Ultra-Rich Care About

    Learn about the financial products and services that wealthy individuals make use of to cater to their planning and wealth ...
  42. Why HSAs Appeal More to High-Income Earners

    Health Savings Accounts are a good deal. But they're a better deal for some than for others. We parse how the plans work ...
  43. When Am I Eligible For Medicare?

    You’re eligible for Medicare when you reach age 65 or meet other requirements.
  44. Getting Through the Medicare Part D Maze

    Having trouble sorting through your prescription drug coverage options? Try these solutions to finding the right Medicare ...
  45. 5 Investments You Can’t Hold In An IRA

    Tax-deferred retirement accounts can hold a vast array of investments, but a few are not permitted. Here are five of the ...
  46. Who Should Be Your Life Insurance Beneficiary?

    It might seem logical to just name your young children, but doing so can have undesirable consequences. Here are some better ...
  47. When to Get a Medigap Insurance Plan

    If you find yourself with sizable out-of-pocket expenses despite having Medicare, a Medicare supplement plan – or Medigap ...
  48. How Unemployment Benefits Work

    If you lose your job, be sure to apply for unemployment benefits. It's not welfare, but an insurance program that you and ...
  49. Life Insurance vs. IRA for Retirement Saving

    Sure, you can tap your permanent life insurance policy to help fund your retirement. But in most cases, an IRA is the better ...
  50. Life Insurance vs. Annuity

    There are certain scenarios in which investing in insurance is a savvy move. But expect a big chunk of your money to go toward ...
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Hot Definitions
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