Paola Peralta

Health savings accounts offer triple tax benefits, allowing clients wiggle room to save for rising health care costs.

The breakaways join 72 others who moved their practices to the firm in the second quarter.

Parents are advised to take advantage of charitable and nonprofit support programs when preparing for the future of a special needs child.

Chances are high that one or both parents who have left the workforce ahead of their full retirement age are still working out of necessity.

Doing the wrong thing can impact discretionary spending and leave little room for tackling unforeseen challenges in retirement.

Clients are advised place a deeper focus on their life goals when developing a strategy to retire.

If they fear a sharp downturn, seniors may want to avoid locking up their retirement accounts in long-term bonds.

The new recruits include a father-and-son duo in Orlando.

Hiring choices are having a ripple effect on compensation.

Seniors who negotiate for such an arrangement should consider their finances, flexibility and mutual benefits.

The independent broker-dealer has launched subsidiary Bluespring Wealth Partners, which promptly snapped up two practices with $550 million in client assets.

To correctly identify their risk tolerance, clients must not only understand how to react to risk, but also how the market environment and investment experience have impacted them.

Age discrimination, unpredictable life shocks and involuntary retirement casts serious doubt on the “work longer” thesis.

To make the most of their savings, workers should start funding their accounts as early as possible.

Internal hire Chuck Hastings will make the move from the firm's asset management division.

Do your clients have their ducks in a row?

“The big issue here is being able to maintain your standard of living,” an expert says.

The next generation can assist loved ones with applying for financial assistance, reducing expenses and developing a financial plan.

Advisor Chuck Cooper says he hopes the new practice will be a home for breakaway wirehouse and IBD-affiliated advisors.

The more involved in designing a comprehensive plan alongside an advisor, the better prepared couples will be, an expert says.