healthcare

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  Schwab Survey: Advisors Less Bullish on Economy, Markets

  By James J. Green, AdvisorOne  |  September 14, 2011

  A summer survey of Schwab-affiliated RIAs found expectations of double dip increased following debt ceiling drama.

• Direxion Adds Five Funds

  By Ronald Delegge, ETFguide.com  |  July 26, 2011

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  FPA, Flexing Advocacy Muscles, Presses Congress to Raise Debt Ceiling

  By James J. Green, AdvisorOne  |  July 19, 2011

  Executive Director Marv Tuttle says the financial planning community needs to be heard on this and similar issues 'in a much larger way.'

• Three REITs for an Uncertain Environment: Portfolio Fix

  By Ed McCarthy, CFP  |  June 19, 2011

  Some REITs should be able to maintain historical average dividend growth of 5%

• REITs for an Uncertain Environment

  By Ed McCarthy, CFP  |  June 19, 2011

• Retirement Planning Gone Awry

  By Bob Seawright, Madison Avenue Securities  |  June 1, 2011

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  Majority of Americans Underestimate Health Care Costs in Retirement

  By Danielle Andrus, AdvisorOne  |  May 5, 2011

  More than 90% of consumers don't know or underestimate how much health care will cost them in retirement, a survey released Wednesday by Sun Life Financial found.

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  Citibank Survey: Half of Americans Believe They’re on Upwardly Mobile Track

  By Michael S. Fischer  |  May 2, 2011

  Fully 50% of Americans believe they will be “upper middle class” or “well off” in five to 10 years, even though only 16% currently describe themselves in those terms, according to the latest quarterly Citibank Economic Pulse survey issued Friday.

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  Merrill’s David Tyrie on Retirement Healthcare Costs: Weekend Interview

  By James J. Green, AdvisorOne  |  April 22, 2011

  Merrill Lynch's head of personal retirement, David Tyrie, speaks about how and why Merrill is educating clients—and its FAs—on healthcare costs in retirement.

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  Sun Life Survey: Market Penetration for Variable Annuities Still Low

  By John Sullivan, AdvisorOne  |  April 14, 2011

  Disappearance of defined contribution plans options means rising need for VAs.