Spending on health care in the United States grew in 2013 at the lowest rate since the federal government began tracking it in 1960, the Obama administration said Wednesday. It was the fifth straight year of exceptionally small increases in the closely watched indicator. The data defied critics who had said such slow growth would not continue for … Read more
2015 marks the first year that taxpayers will have to prove they have health insurance or, if they don’t, they’ll have to pay a penalty. But how is the proof presented? About half the adult population might not know the answer to this, according to a Harris Poll commissioned by Intuit TurboTax. The TurboTax folks … Read more
More PPACA group health provisions are supposed to begin taking effect in 2015. The current schedule calls for a transitional version of the PPACA “play or pay” employer coverage mandate to apply to employers with 100 or more full-time employers, and to some employers with 50 to 99 employees. Employers will have to keep track of which employees … Read more
Nineteen states and the District of Columbia impose an estate tax on a person’s assets after death, an inheritance tax on the heir receiving the assets or both. Here’s the expected 2015 exemption and the top rate for each.
As agents, we know that people often buy life insurance because they love someone and want to protect them financially. Life insurance is love insurance, which makes the holidays the perfect time to reach out to clients and prospects about their life insurance needs. The Insure Your Love campaign is a great way to bring emotion … Read more
In most instances, the needs of the ultra high net worth client simply cannot be met through the use of the traditional retirement planning vehicles and strategies that are useful to even the moderately wealthy client. The traditional tax-preferred planning vehicles can create undesirable limits for these ultra wealthy clients, who have more cash to spare … Read more
Historically there has been a two-track approach to retirement income planning. One track focuses on the accumulation of assets—save enough money and your nest egg will spin off sufficient income to support your lifestyle. You might recall Lee Eisenberg’s 2006 book, “The Number: What Do You Need for the Rest of Your Life and What Will … Read more
Between soaring health care costs, unknown implications of the Patient Protection and Affordable Care Act, and Ebola, the country is experiencing no shortage of health care issues. But Gallup aimed to dig deeper into the minds of Americans and find out what they considered to be the country’s “most urgent health problem.” This year’s results are … Read more
Six in ten financial service professionals say their clients are in or near retirement, but the advisors take different approaches to designing sustainable retirement plan. Russell Investments discloses this finding in latest Financial Professional Outlook, a quarterly survey of U.S. financial advisors. In addition to topics regularly covered in the survey, the new report examines … Read more
The evidence continues to mount that mid-to-large corporations will fine-tune, but won’t abandon, employee health plans. A Towers Watson survey of 379 companies in that size range found, among other trends, that companies believe in providing health coverage, but want to be able to predict the cost of coverage. To accomplish both, they are gradually … Read more
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