Insurance

High-net-worth clients can side-step this Affordable Care Act tariff if they opt to place their investments in an S corporation. Here’s how.

The SEP IRA, Solo 401(k) and SIMPLE IRA are just a few options that may help them prepare.

The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.

One important somber step for 40-something clients is to consider what happens to their assets when they die.

The bank plans to acquire a Cincinnati insurance agency as part of an initiative to increase fee income and boost insurance services.

One easy measure stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.

Retirees who earned at least 40 work credits are entitled to Medicare Part A and can pay for Part B through their Social Security checks.

The standard deduction is the best tax strategy for many seniors, but if they had significant health care costs last year, itemizing could save them some money.

So many terms, so little time. Test yourself using our third installment of our quiz series.

Gap in coverage concerns older clients; planners are also taking a closer look at HSAs.