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Healthy, Wealthy and Wise
Bringing the message of financial wellness to retirement plans
Tag: Health care
Employee Financial Wellness Programs the New Normal
More companies are adding or considering financial wellness programs for their participants, according to Bank of America Merrill Lynch's Workplace Benefits Report.
Firm Debuts Retirement Health Costs Planning Tools
A set of consumer-facing tools and a white paper from HealthView Services aim to help people incorporate health care costs into retirement planning.
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Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers
Genworth Survey Highlights Retirement Shortfalls
According to the recent “Generational Planning Study” released by Genworth, nearly half (46%) of American adults give themselves a poor or failing grade when it comes to their...
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Breaking Down Savings Barriers
Proof that advisers play a critical role in boosting balances
Advisers Should Include Insurance in Retirement Planning
As individuals often lose employer-provided insurance benefits when they retire, it is important to consider what insurance is needed so they can retire comfortably and confidently.
HSAs Can Be a Tool for Retirement Planning
As increasing health care costs compete with retirement savings, health savings accounts (HSAs) can be a tool for a holistic health and retirement benefits plan.
The Need for Long-Term Care Insurance
When I was a youngster many years ago, my mother taught me to look both ways before crossing the street. I was precocious and told my mother that...
App Helps Advisers Compare Plans
Transamerica Retirement Solutions released a new mobile application that allows plan advisers and financial consultants to directly compare retirement plans.
Health Care Worries Dent Savings Goals
Participants in employer-sponsored retirement plans are prepared to reduce 401(k) account contributions to mitigate worries over health care expenses, the Mercer Workplace Survey finds.
PPACA May Create Need for New Adviser Role
Health benefits costs will continue to increase despite the Patient Protection and Affordable Care Act (PPACA), and in some cases, because of it, according to Sheldon H. Smith,...
Designation Aims to Reassure Consumers
The American College of Financial Services created the Financial Services Certified Professional (FSCP) designation, which seeks to help advisers understand client concerns.
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Retirement Reality
Americans’ lack of foresight on 401(k) savings—and what advisers can do to ramp it up
Guardian Launches Assessment Tool
The Guardian Life Insurance Company of America launched an online benefits assessment tool for employers.
Council Requests Guidance on DOMA Changes
The American Benefits Council has requested guidance about how the ruling on the Defense of Marriage Act (DOMA) will affect health and retirement plans.
Addressing Employees’ Conflicting Financial Priorities
Mortgage payments, credit card debt, college tuition—they can all get in the way of retirement savings, despite employees’ best intentions.
Health Care Costs Are Key Topic
Discussing health care costs in retirement is new for many advisers, and few say they have the knowledge and resources to do it well.