White Papers
2025 Medicare Part D Premiums
November 2024
In September 2024, the Centers for Medicare & Medicaid Services (CMS) announced that…
Funding Social Security: Ranking the Cost of Proposed Changes
October 2024
Changes to Social Security will likely be implemented over time and come into full effect for…
2024 Retirement Planning, Longevity and Health
May 2024
Longevity is one of the most significant factors in determining how much a client will be able to…
2024 Medicare Part D Premiums: National Cost Data Report
December 2023
Following our previous white paper focusing on the five states with the highest 65-plus populations…
2024 Medicare Part D Premiums: Interim Data Report
November 2023
A review of upcoming prescription drug premium increases and what retirees need to know.
Automating Retirement Planning & Decumulation to Address Healthcare
July 2023
Unveiling new practices that can save advisors time and help better prepare clients for critical retirement expenses.
Social Security: How Much Should Millennials Expect?
June 2022
Using the latest SSA projections to determine reasonable benefit expectations and retirement planning solutions.
The Long-Term Impact of Short-Term Inflation
March 2022
How CPI and other factors impact health cost inflation, and the cost changes current and future retirees can anticipate.
Long-Term Care and Financial Planning
June 2021
Long-term care cost projections and potential funding solutions can be shown to clients on a personalized level.
2021 Retirement Healthcare Costs Data Report
December 2020
HealthView’s annual projections on retirement healthcare costs, inflation, and other factors in 2021 and beyond.
Addressing the Women’s Longevity Gap
September 2020
Women must be prepared to cover expenses single-handedly after their husbands die, during their “longevity gap”.
The Long-Term Value of A Health Savings Account
May 2020
A growing number of Americans have access to HDHPs with a health savings account (HSA) and the option to invest their assets.
2019 Retirement Healthcare Costs Brief
December 2019
Simple strategies on reducing medical expenses include personal wellness, consistent savings, proper planning, and more.
The Impact of Indexing IRMAA Brackets
September 2019
Encouraging working Americans to save more for retirement is a priority for employers.
Health in Retirement Planning
July 2019
In terms of personal retirement costs, individuals have more control than they think…
2018 Retirement Health Care Costs Data Report
October 2018
Americans planning for retirement will find both positive and negative news in this year’s report.
Building Wealth Through Wellness
January 2018
In terms of personal retirement costs, individuals have more control than they think…
2017 Retirement Health Care Costs Data Report
August 2017
In terms of personal retirement costs, individuals have more control than they think.
The High Cost of Living Longer
August 2017
In terms of personal retirement costs, individuals have more control than they think.
Retirement Health Care Costs and IRR
August 2017
A key assumption underpinning the use of IRRs is that pre-retirement income is a good basis…
2015 Retirement Health Care Costs Data Report
August 2017
This report compares year-end data sets between 2013 and year-end 2014, and the company’s…
Understanding the Impact of MAGI on Retirement
August 2017
Many Baby Boomers believe they are ready to enjoy their golden years. Unfortunately, their retirement savings…
Addressing the Retirement Health Care Cost Crisis
August 2017
There are a number of significant trends behind the emerging crisis in retirement health care costs.
Closing the Retirement Gap: The Planning Challenge
August 2017
There are a number of significant trends behind the emerging crisis in retirement health care costs.