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Investment News Article On Healthcare Costs In Retirement Many Boomers are experiencing a rude awakening as they purchase Medicare for the first time, and realize that their high past year's earnings puts them in the highest means-testing bracket. This can increase their healthcare premiums by thousands of dollars. Read the article above published in Investment News last … Read More »

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HealthWealthLink Program Now Includes Social Security Optimizer

Financial professionals: We've just added a comprehensive Social Security Optimizer planning module to the HealthWealthLink system. The Optimizer runs through over 2000 filing options and instantly presents you with the optimal lifetime benefits associated with each claiming strategy available to your clients.

Now, for the first time, you can subscribe to one program which gives you the flexibility to start the planning conversation on any one of three topics - Medicare, Long-term Care and or Social Security.

And this program comes with a full set of training and client-facing marketing materials on all three topics. All this at a price that's significantly lower than what you would pay for only one module.

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For Individual Investors

Investor

While nothing may be certain except death and taxes, in 2012, we need to add another qualifier — rising healthcare costs. A common public misconception exists: many people believe that their healthcare expenses will actually decline after they retire and enroll in Medicare, and that the days … Learn More »

For Financial Professionals

Financial-Services

Over the last several decades, the financial services industry has maintained one steady focus: accumulating investor wealth for retirement through 401(k) plans, IRAs, and IRA rollovers. Overall, this approach has worked very well, but that paradigm is changing as the majority of advisors' clients … Learn More »

For Healthcare Professionals

Health-care

The HealthWealthLink system was initially designed to calculate an individual's life expectancy and healthcare costs in retirement, with the objective of providing financial advisors with tools to help clients with financial planning. Recently, given all of the recent changes in the healthcare … Learn More »