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They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.
May 22 -
More working Americans have a health savings account, but many are not using them to their fullest potential.
December 7 -
In today's uneven economy, workers are pressing for better benefits, a new Arizent study shows. Here's what clients may ask about.
August 21 -
Even though there's not a way to predict who might face the next wave of layoffs, advisors can help clients prepare their finances.
April 10 -
Giving serious thought to plan benefits and costs early on will attract top talent and establish a workplace where employees know their personal well-being is valued.
April 6
Raymond James -
American seniors lose much of their income to medical expenses. A new law aims to change that.
August 12 -
For a century, Americans were retiring younger and younger. Then, in the 1990s, the average retirement age started to shoot back up. What happened?
August 8 -
The right LTCI coverage can preserve savings and confer peace of mind, but it takes a well-briefed advisor to cover its many facets.
July 12
Alera Group Wealth Services -
The trade group launched the program in April, offering advisors and their teams and families coverage “at a fraction of the cost.”
October 27 -
April brought the highest unemployment since the Great Depression. Some of these people are our clients.
May 10
Mercer Advisors -
The HSA has become increasingly valuable for future medical expenses, "and the triple tax benefit simply can’t be ignored,” an expert says.
February 11 -
Although the federal penalty was axed for those who failed to register for a plan, some states will continue to impose the coverage mandates.
January 21 -
“The advice I give is to calculate the financial impact for each option,” an expert says.
January 15 -
They are triple-tax advantaged, but also introduce significant challenges — especially for life partners with multiple accounts.
December 20 -
The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.
November 11 -
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When searching for the right plan, it is important that retirees assume their health will one day change.
October 18 -
Cases often go unreported because many times seniors are too embarrassed.
October 15 -
Proactive measures, like rethinking the index used to assess seniors’ cost of living, may be called for.
October 10 -
The right toolkit can help clients accomplish their dreams and ease the financial burden on their loved ones.
October 8
















