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News

InvestmentNews
investmentnews.com > retirement-planning > trumps-500-aca-checks-should-advisors-care > 268151

Trump's $500 ACA checks: should advisors care?

2+ day, 12+ hour ago   (499+ words) When the White House announced Thursday that nearly 1 million Americans would receive $500 Obamacare refund checks, the news cycle moved fast. For most financial advisors, the more important question is whether the announcement changes anything for their clients. The short answer…...

InvestmentNews
investmentnews.com > ria-news > ria-moves-maridea-acquires-multigenerational-practice-in-pennsylvania-debut > 268095

RIA moves: Maridea acquires multigenerational practice in Pennsylvania debut

1+ week, 1+ day ago   (738+ words) Maridea Wealth Management has expanded its footprint in the Northeast with a landmark acquisition. The Brooklyn, New York-based RIA announced this week that it has acquired Pultro Financial Management, a New Britain, Pennsylvania-based independent practice specializing in behavioral finance and…...

InvestmentNews
investmentnews.com > retirement-planning > long-term-care-blind-spot-is-draining-your-clients-retirement-savings > 268085

Long-term care blind spot is draining your clients' retirement savings

1+ week, 2+ day ago   (838+ words) Most middle-class Americans are planning to use Medicare to pay for long-term care in retirement, but there’s a serious problem with that strategy: Medicare explicitly does not cover those costs. According to new survey data by the American Council of…...

InvestmentNews
investmentnews.com > retirement-planning > hsa-participation-hits-record-high-but-retirement-strategy-lags-psca-finds > 268006

HSA participation hits record high, but retirement strategy lags, PSCA finds

1+ week, 5+ day ago   (558+ words) Employee participation in workplace health savings accounts jumped sharply in 2025, according to new survey data, even as most employers still haven't positioned the accounts as part of a long-term retirement strategy. The Plan Sponsor Council of America's 2026 Health Savings Account…...

InvestmentNews
investmentnews.com > practice-management > workers-lack-savings-buffer-for-unexpected-medical-costs > 267943

Workers lack savings buffer for unexpected medical costs

2+ week, 5+ day ago   (613+ words) The cost of healthcare in retirement has been a theme in recent reports, but the sharp rise in medical-related costs is also a major issue for many Americans who are still working. More than half of American workers who have…...

InvestmentNews
investmentnews.com > retirement-planning > hsa-balances-hit-record-high-but-are-clients-using-them-wrong > 267877

HSA balances hit record high, but are clients using them wrong?

3+ week, 4+ day ago   (693+ words) Health savings account balances reached an all-time high in 2024, according to new research. But the Employee Benefit Research Institute data also reveals a stubborn gap between what Americans are saving and what they are likely to need. The average HSA…...

InvestmentNews
investmentnews.com > retirement-planning > medicare-advantage-members-hit-hard-by-rising-costs > 267853

Medicare Advantage members hit hard by rising costs

3+ week, 5+ day ago   (501+ words) With the rising cost of healthcare proving a key financial concern for retirees, Medicare Advantage plan members are facing a mounting financial squeeze, and their health insurers are largely failing to help them navigate it. According to the J.D. Power 2026 U.S. Medicare…...