MainStreet Financial Planning

MAY 18, 2025

Spend a huge amount of their savings on healthcare premiums and deductibles/co-payments? Latest estimates for retiree healthcare expenses exceed $243,000 over a retiree couple’s lifetime. The post Healthcare Costs Can Shock Retirees appeared first on MainStreet Financial Planning. Apply for government benefits like Medicaid?

Healthcare 52

Healthcare Financial Planner Budgeting Government 52

Calculated Risk

JANUARY 8, 2025

On the commercial side, data center and warehouse planning drove much of the growth this month, while stronger healthcare and education activity supported the institutional portion. Overall, the strong performance of the Momentum Index this past year is expected to support nonresidential construction spending throughout 2025.

Healthcare 179

Healthcare Planning Education Economics 179

NAIFA Advisor Today

NOVEMBER 12, 2024

NAIFA’s Lifetime Healthcare Center is presenting “The Peak 65 Series: Impact Day for Lifetime Healthcare,” a one-day virtual event, November 19, beginning at 11 am eastern. It features a dozen 20-minute TED Talk-like presentations covering timely topics on the financial implications of longevity and aging.

Healthcare 105

Healthcare Financial Services Insurance 105

NAIFA Advisor Today

JUNE 13, 2025

For many Americans, reaching Medicare eligibility marks a noticeable decrease in healthcare spending. Of course, that doesn’t mean that Medicare is free. For financial advisors helping clients prepare for retirement, understanding and planning for the costs associated with Medicare is critical.

Retirement Planning 111

Retirement Planning Retirement Planning Healthcare 111

Wealth Management

NOVEMBER 21, 2023

The national healthcare advisory firm will merge its wealth management business, Curi Capital, with RMB.

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Healthcare Wealth Management Management 306

Wealth Management

JUNE 4, 2025

Analyze how the proposed Big Beautiful Bill affects ETFs in healthcare, clean energy and defense sectors, with potential market implications for investors.

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Healthcare Marketing Marketing 241

Wealth Management

MAY 8, 2023

Healthcare and residential REITs led the way with gains over 4% in April. Some other segments were down 2% during the month.

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Healthcare 299

Trade Brains

OCTOBER 21, 2023

Blue Jet Healthcare IPO Review : Blue Jet Healthcare Limited is coming up with the IPO which is set to be listed on the NSE and BSE. This article will provide a comprehensive review of the IPO, including an in-depth analysis of the company’s financials and the strengths and weaknesses of Blue Jet Healthcare.

Healthcare 105

Healthcare Pharmaceutical Media Manufacturing 105

Wealth Management

OCTOBER 2, 2023

Active managers increased allocations to the healthcare, residential and data center sectors in the second quarter, according to Nareit analysis. Hits to CMBS and CLOs are bad news for the commercial real estate financing landscape, reports Commercial Observer.

Healthcare 299

Healthcare Management Investing Investments 299

The Reformed Broker

AUGUST 2, 2022

That’s about what Americans spend directly on healthcare each year. Amazon is going to become your healthcare provider. When you’re the size that Amazon is and you’re looking for growth, the only thing that could really move the needle for you is to attack a massive market opportunity. How does $4 trillion sound?

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Healthcare Marketing Marketing 258

Wealth Management

APRIL 11, 2023

Diversified Healthcare Trust struck a merger agreement with Office Properties Income Trust, reports McKnights Senior Living. Commercial Observer looks at the conflicting pictures of what's going on in the multifamily sector. These are among today’s must reads from around the commercial real estate industry.

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Healthcare 290

Wealth Management

JUNE 14, 2024

marriage benefits regulate virtually every aspect of how clients manage taxes, finances, inheritance, housing and healthcare.

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Healthcare Client Management Taxes Clients 273

Wealth Management

APRIL 15, 2024

Everyone should have a Power of Attorney for Healthcare.

Healthcare 266

Healthcare Clients 266

Calculated Risk

AUGUST 9, 2022

Commercial planning in July was led by an increase in data center, office and warehouse projects, while fewer education and healthcare projects drove the institutional component lower. In July, the commercial component of the Momentum Index rose 5.5%, while the institutional component fell 2.0%.

Healthcare 362

Healthcare Education Planning 362

Abnormal Returns

NOVEMBER 24, 2024

healthcare system so much worse than its peers? (abnormalreturns.com) And for financial advisors you can sign up for our weekly e-mail newsletter with industry insights. newsletter.abnormalreturns.com) Top clicks this week 'Amazon Haul' is another sign of the degradation of Amazon ($AMZN). theatlantic.com) Why is the U.S.

Healthcare 167

Healthcare Financial Advisor Marketing Marketing 167

Ballast Advisors

SEPTEMBER 15, 2023

Medicare Supplements , also known as Medigap plans, are private insurance policies designed to fill in the gaps in coverage left by Medicare Part A and Part B, helping beneficiaries pay for out-of-pocket healthcare expenses such as deductibles, co-payments, and co-insurance. A broker can help. You may be able to change your plan.

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Healthcare Medical Insurance Financial Planning 97

Advisor Perspectives

MAY 12, 2025

In the report, Portfolio Managers Andy Acker and Dan Lyons say that despite growing policy uncertainty, plenty of healthcare companies have managed to put up big returns.

Healthcare 40

Healthcare Portfolio Management Investing Investments 40

Calculated Risk

JANUARY 15, 2025

Contacts in several service industries, notably healthcare, continued to see job growth. Labor Markets Employment ticked up on balance, with six Districts reporting a slight increase and six reporting no change. Construction employment increased slightly, while manufacturing employment was flat.

Economics 162

Economics Nonprofit Manufacturing Transportation 162

Calculated Risk

MAY 7, 2025

On the institutional side, planning momentum waned for education, healthcare, and government buildings. Office and hotel planning saw a sharp retreat this month, while warehouse and retail planning modestly ticked up. This was slightly offset by an uptick in recreational projects. emphasis added Click on graph for larger image.

Healthcare 147

Healthcare Planning Education Retail 147

Calculated Risk

AUGUST 8, 2024

On the institutional side, healthcare was the primary driver of this month’s expansion. Within the commercial portion of the Index, growth was widespread across all segments. Data centers continued to play an important role in growth, and retail planning has been steadily accelerating over the past eight months.

Healthcare 331

Healthcare Planning Retail Economics 331

Calculated Risk

JANUARY 9, 2023

“While some of that will likely erode in 2023 as economic growth wanes, increased demand for some building types like data centers, labs, and healthcare buildings will provide a solid floor for the construction sector.” Commercial planning in December was supported by broad-based increases across office, warehouse, retail and hotel planning.

Healthcare 264

Healthcare Education Retail Planning 264

Calculated Risk

DECEMBER 9, 2022

While education and healthcare projects slowed in November, the institutional component remained net-positive alongside a robust increase in planning projects for government administrative buildings and religious facilities.

Healthcare 358

Healthcare Education Planning Government 358

The Big Picture

SEPTEMBER 27, 2024

and European healthcare at Citadel and Millenium. Be sure to check out our Masters in Business next week with Vincent Aita of Cutter Capital. The firm is a market- and factor-neutral, long/short hedge fund focused on health-care companies. Prior to launching Cutter, he focused on U.S.

Healthcare 294

Healthcare Economy Numbers Assets 294

Nerd's Eye View

MAY 12, 2025

For instance, while a firm may serve the healthcare industry generally, an employee advisor might focus specifically on nurses, allowing the firm to connect with a more specific segment without undermining its larger brand. In addition, encouraging a niche focus can help the firm deepen its presence within a broader market.

Financial Advisor 146

Financial Advisor Marketing Marketing Healthcare 146

Nerd's Eye View

NOVEMBER 9, 2022

The passage of the Affordable Care Act in 2014 introduced many changes to the healthcare landscape in the United States. One of these changes was the ability for children to remain on their parents’ health insurance plan until they reach age 26.

Accounting 246

Accounting Taxes Healthcare Medical 246

A Wealth of Common Sense

APRIL 27, 2025

The big ideas from the book revolve around the fact that there’s too much red tape when it comes to things like housing, energy, healthcare and technology development. I liked Abundance by Derek Thompson and Ezra Klein because the theme of the book is about doing stuff rather than scarcity. But there.

Planning 99

Planning Healthcare Marketing Marketing 99

Nerd's Eye View

MAY 3, 2024

Also in industry news this week: Large asset managers offering hybrid digital-human advice services are eating into the market share of purely human advisors, signaling that a smaller firm's ability to offer a differentiated value proposition could be a key to success in the coming years A recent study indicates that tech-forward advisory firms not (..)

Financial Planner 246

Financial Planner Healthcare Retirement Financial Advisor 246

The Big Picture

NOVEMBER 1, 2024

Prior to founding Oak HC/FT in 2014, Annie spent 28 years at Oak Investment Partners, where she served as a Managing Partner and led the healthcare and fintech practices. Annie has been named to Forbes’ Midas List as well as Fortune’s Top 20 Private Equity Power Players and Modern Healthcare’s 100 Most Influential People.

Management 182

Management Healthcare Investing Investments 182

Calculated Risk

NOVEMBER 10, 2024

On the institutional side, education and public planning activity expanded, offset by weaker activity in healthcare, recreational and religious projects. Most commercial categories faced declines throughout October, aside from hotel planning – which continued to gain momentum. This month, the DMI was 13% higher than in October of 2023.

Healthcare 147

Healthcare Planning Education Numbers 147

Calculated Risk

NOVEMBER 8, 2022

The institutional component was varied, experiencing growth in recreational and education projects, countered by a decline in the number of healthcare and public planning projects. Commercial planning was bolstered by a solid increase in office and hotel projects.

Healthcare 313

Healthcare Education Planning Numbers 313

Financial Symmetry

NOVEMBER 4, 2024

Both the health savings account (HSA) and the healthcare flexible spending arrangement (FSA) are account types that help lower your taxes and help you save for healthcare expenses. What is the difference between an HSA and an FSA?

Healthcare 67

Healthcare Accounting Taxes 67

Calculated Risk

SEPTEMBER 10, 2024

On the institutional side, healthcare was the primary driver of this past month’s expansion, followed by recreational planning. Data centers continued to dominate large project activity, but the rate at which planning projects entered the queue in August moderated after several months of very strong growth.

Healthcare 300

Healthcare Planning Retail Economics 300

Advisor Perspectives

JANUARY 14, 2025

We need to face the reality that we’ve chosen a system that prioritizes lower taxes over centralized health care.

Healthcare 111

Healthcare Taxes 111

Calculated Risk

JULY 10, 2024

On the institutional side, weaker healthcare planning was offset by an improvement in education activity. Data center planning continued to be the primary driver of commercial growth in June, alongside moderate growth in retail, hotels and warehouse projects. In June, the DMI was 7% higher than in June of 2023.

Healthcare 278

Healthcare Planning Education Retail 278

Trade Brains

JUNE 7, 2025

Its core business segments include ferro alloys, power generation, coal mining, agribusiness, and emerging healthcare ventures. The Other segment encompasses the distribution of pharmaceutical products and the company’s agribusiness initiatives, reflecting Nava’s strategic diversification into healthcare and agriculture.

Healthcare 99

Healthcare Pharmaceutical License Distribution 99

Calculated Risk

SEPTEMBER 11, 2023

August saw a deceleration in education, healthcare and amusement planning activity, fueling the sizable decline in the institutional sector. Also, planning in the sector continues to revert from the strong spike in activity back in May.

Healthcare 304

Healthcare Planning Education Economics 304

Calculated Risk

SEPTEMBER 9, 2022

Commercial planning in August was led by an increase in hotel projects, while fewer healthcare projects drove the institutional component lower. In August, the commercial component of the Momentum Index rose 1%, while the institutional component fell 5.6%. Compared to August 2021, the Momentum Index was up 14%.

Healthcare 264

Healthcare Planning 264