TITLE

Rethinking Financial Planning for AIDS Clients

PUB. DATE
February 1999
SOURCE
Journal of Financial Planning;Feb1999, Vol. 12 Issue 2, p17
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article emphasizes the need for U.S. financial planners who plan for clients with AIDS to rethink their strategies in 1999. Through new pharmaceutical regimens, AIDS patients, particularly those newly diagnosed, are living significantly longer than they were years ago. Now instead of planning for end-of-life care, planners may need to look at helping AIDS clients return to work and even plan for a limited retirement. A recent federally sponsored study of the AIDS population by Mathematica Policy Research Inc. noted that in the late 1980s, only about two percent of people with AIDS received Medicare. For example, since Medicare does not pay for pharmaceutical therapies--a huge expense for AIDS patients--planners and their clients will need to find ways to pay for medication. Sales of life insurance policies by AIDS patients is falling off because people with AIDS are living longer and it is not worth buying the policies from an investment standpoint.
ACCESSION #
1570685

 

Related Articles

  • What's Your Take?  // On Wall Street;May2014, Vol. 24 Issue 5, p8 

    No abstract available.

  • A Financial Planning Christmas Carol. Clark, Bob // Investment Advisor;Dec2014, Vol. 34 Issue 12, p47 

    A personal narrative is presented which explores the author's experience in researching and writing about the future of financial planning profession in the U.S. including financial planner Lynn Hopewell and the luminaries who established the profession.

  • Reaping Rewards from Study Groups. Newton, Catherine // Journal of Financial Planning;Oct2001, Vol. 14 Issue 10, p86 

    Presents an interviews with four members of the Financial Planning Association in the United States. Involvement of the financial planners in the Certified Financial Planners program; Development of a portfolio management practice within financial planning firs; Enhancement of tax law change...

  • Holistic Wealth Management. Walters, Edmond // Advisor Today;Jun2003, Vol. 98 Issue 6, p54 

    Provides advice in selecting a wealth-planning and management solution in the U.S. Ability to aggregate accounts; Importance of balance updates; Client communication capabilities.

  • IN THE FPA.  // Journal of Financial Planning;Jul2001, Vol. 14 Issue 7, p14 

    Presents an update on the activities of the Financial Planning Association (FPA) in the United States as of July 2001. Keynote speakers for the FPA Success Forum 2001; Launching of the Community Building program of the FPA; Availability of an updated version of the FPA Financial Planning...

  • Your Job Is Getting Harder. LEE CONRAD // Bank Investment Consultant;Jul/Aug2015, Vol. 23 Issue 6, p6 

    An introduction is presented in which the editor discusses various articles within the issue on topics including the challenges of the U.S. Financial planners in which their work getting harder and offers tips to deal with the same and Financial planners' challenges regarding dealing with robos.

  • Report shows hospitals support P4P program.  // Hospital Access Management;Jan2007, Vol. 26 Issue 1, p11 

    The article focuses on a report by Mathematica Policy Research which explored hospitals' views on the pay-for-performance initiative of the U.S. Centers for Medicare & Medicaid Services (CMS). The report showed that almost all hospitals support the CMS in moving forward with the...

  • When Medicare Falls Short.  // Advisor Today;Apr2002, Vol. 97 Issue 4, p36 

    Emphasizes the role of insurance and financial advisors in educating their clients on Medicare and offering them long-term care insurance in the U.S. Overview of a study on the awareness of people on Medicare coverage for long-term care; Cost of nursing home care.

  • Making It, Keeping It. Hertzberg, Robert // Financial Planning;Mar2005, Vol. 35 Issue 3, p16 

    Deals with issues and events related to the financial planning industry in the U.S. Advantages and challenges facing financial advisers for having a high-profile client; Anniversary of the foundation of the "Financial Planning" magazine.

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics