Mary Dale Walters

Changes In Employer-Provided Health-Care Benefits Affect Retirement Planning

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Help your clients recognize their health-care insurance alternatives as retirement approaches.

Exploring Marketplace Myths For Clients

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Marketplace enrollment remains open until Jan. 31, providing fresh alternatives for early retirees and high-income individuals.

Advisors Need To Integrate Health Care Into Retirement Planning

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Clients are increasingly asking their financial advisors to help determine their Social Security retirement strategy, but advisors should also focus on Medicare benefits.

Are High-Deductible Health Plans Right For Your Older Clients?

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Some older clients may benefit from these plans, but for others they may be a bad match, considering that people 55 and older account for more than 50 percent of U.S. health-care spending.

Lessons For Advisors Guiding Clients Through The Healthcare Marketplace

by Mary Dale Walters

With the second year of the Affordable Care Act enrollment period underway, here are a few important lessons for advisors when helping clients choose a marketplace plan.

Medicare Annual Enrollment Opens Doors For Myth Busting And Reality Checks

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Medicare's annual enrollment period is an opportunity for financial advisors to shine by helping to correct basic misperceptions and misunderstandings about the program.

Clients Edging Toward 65 Need Guidance On Financial Impact Of Medicare

by Mary Dale Walters

For your clients who are 64 going on 65, it’s time to have “the Medicare talk.”

Financial Advisors Should Help Clients Plan For Health-Care Costs

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Financial advisors can offer guidance to clients, and attract new ones, by helping them understand and prepare for health-care costs in retirement.