Four reasons why advisors need to understand the ACA

Four reasons why advisors need to understand the ACA

There is one certainty about the new health-care reform legislation: Clients want to know how it will affect their financial planning. As Chris Hennessey points out in the video, it is important to understand the implications of the Affordable Care Act (ACA) for all phases of financial planning, such as: 1. Many clients are confused

Partial improvement for social insurance programs

Partial improvement for social insurance programs

The latest data on the future viability of federal social insurance programs are mixed. While the outlook for Medicare improved slightly in the recently-released Social Security Administration Trustees’ annual report, Social Security’s anticipated insolvency date remained unchanged at 2033. As Social Security and Medicare remain a significant part of retirement planning for most workers, it