Health insurance: An asset protection plan

Saville, Anita
April 1997
Journal of Financial Planning;Apr97, Vol. 10 Issue 2, p46
Academic Journal
Discusses health insurance in the United States. Trends in managed care; Provisions of the Health Insurance Portability and Accountability Act (HIPAA); Health coverage reviews with financial planners; Contribution to portfolio management; Retirement; Alliances between financial planners and insurance agents.


Related Articles

  • GET BACK ON TRACK. Updegrave, Walter // Money;Dec2001, Vol. 30 Issue 13, p89 

    Focuses on investment portfolios, and the benefits of re-evaluating retirement plans while stock prices are low in fall 2001. Calculating net worth and other means of examining personal financial health; How to set goals such as financing a child's college education or purchasing a second home;...

  • Avoid these mistakes in financial planning. Bedel, Elaine // Indianapolis Business Journal;5/14/2001, Vol. 22 Issue 9, p27 

    Offers tips in avoiding mistakes in financial planning. Realization of oneself as the focus of financial planning; Establishment of measurable financial goals; Comprehension of the effects of financial decisions; Reevaluation of financial situation periodically.

  • Sometimes the best decision is none at all. Israelov, Rhoda // Indianapolis Business Journal;5/14/2001, Vol. 22 Issue 9, p51 

    Offers advice concerning financial planning. Maintenance of long-term investment strategy; Importance of checking eligibility for a Roth conversion before rolling over an individual retirement account; Drawback of rollover accounts.

  • Some New Year's investment resolutions. Cofrancesco, Sandra // BusinessWest;Jan2000, Vol. 16 Issue 9, p45 

    Recommends several New Year's resolutions which are easier to accomplish in relation to financial planning. Re-evaluation of portfolio; Consideration of investing in a company; Investment in a broad range of securities; Maintenance of emergency fund; Tax considerations; Development of an...

  • Keep financial plans dynamic. Kinney, Derrick // Fort Worth Business Press;03/03/2000, Vol. 12 Issue 45, p21 

    Discusses steps in developing a comprehensive financial plan. Importance of implementing a personal financial plan; Adjustment of financial plans to accommodate changes in life; Working with a financial advisor in updating a plan; Rebalancing of a portfolio; Ensuring that assets in a portfolio...

  • Investment Commentary. Preston, James E. // Grand Rapids Business Journal;01/10/2000, Vol. 18 Issue 2, p25 

    Presents personal financial planning tips in the United States for each season of 2000. Includes identification of investment goal in spring; Estate planning and portfolio review in the summer; Calculation of one's net worth in winter.

  • Financial Planning Essential in the New Millennium. Farkas, Mitch // San Diego Business Journal;07/03/2000, Vol. 21 Issue 27, p27 

    Discusses factors to consider in implementing and updating one's financial plans. Trends in financial planning; Sources of information; Four steps in a coordinated financial planning process.

  • Fidelity diversifies for higher gains. Lewis, Adam // Fund Strategy;3/27/2006, p37 

    The article reports on the business plans of Fidelity Investments to launch its MultiManager Equity Income portfolio in Great Britain. The objective of the income portfolio is to invest in a mix of asset classes to provide the opportunity for higher long-term returns than cash, but in a low-risk...

  • Boutique seeks Ucits status for funds. Hughes, Frances // Fund Strategy;5/12/2008, p8 

    The article reports on the attempt of Sourcecap International, a boutique fund management firm, to get Ucits status for funds in Great Britain. Sourececap hopes to earn Ucits status on one of its two funds and searches seed money for the introduction of a third fund. It states that the suggested...


Read the Article


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

Try another library?
Sign out of this library

Other Topics