health insurance coverage

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  Matching HNW Clients’ Coverage With Their Risk Profile

  By Kathleen Tierney, Chubb  |  May 14, 2013

  Even, and especially, for the high net worth, make sure those clients’ insurance coverage matches their risk profile. Ask probing questions to determine their real, if often overlooked, risks.

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  Cafeteria Plans

  By Tax Facts Online  |  March 4, 2013

  The income tax treatment of cafeteria plans is key to their popularity. Learn how to maximize the tax benefits of these “flexible benefit plans”.

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  Are HRAs on the Chopping Block Under the Affordable Care Act?

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  February 5, 2013

  Health Reimbursement Arrangements are one type of health insurance vehicle that may be on the chopping block with the dawn of Obamacare.

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  The Future of Financial Advice? Maybe It’s Health Care

  By Bob Clark, AdvisorOne  |  January 16, 2013

  I suspect that financing health care will replace investments as the primary service demanded by advisory firm clients in the all-too-near future.

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  Kitces on the Top 3 Topics for Advisors in 2013—Topic 3: Obamacare

  By Michael E. Kitces  |  January 10, 2013

  This year may mark the beginning of a permanent change in separating employment from health insurance. Why this development in health exchanges holds major implications for you and your clients.

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  The Numbers Don’t Lie: Boomers Nervous About Health Care, Social Security

  By Bob Seawright  |  November 21, 2012

  The 2012 Retirement & Politics Survey by Allianz has found that “transition boomers”—people between the ages of 55 and 65 who are less than 10 years away from retirement—see rising health care costs and Social Security as having the greatest impact on their retirement outlook.

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  Financial Freedom Is Not Free

  By Andrew Rice, Money Management Services  |  July 24, 2012

  As our country approaches the fiscal cliff, can we afford to have the financially responsible segment of our society pay for the other 50% of our society?

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  Advisors’ Work Begins With Supreme Court’s Ruling on Health Law

  By Joyce Hanson, AdvisorOne  |  June 28, 2012

  RIAs who own small businesses, and the stock markets, can now begin digesting the reality of the PPACA.

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  Raising Age for Social Security, Medicare Would Cut Both Ways: CBO

  By Danielle Andrus, AdvisorOne  |  January 16, 2012

  The CBO released three projections for raising various eligibility ages, and they showed spending would be reduced but so would access to health care.