Insurance

While delaying Social Security can maximize retirement benefits and boost income, some clients have financial circumstances that make an early retirement a better option.

The tax benefits of an HSA make those plans a better option to max out first, although contributing just enough to a company plan to get any matching funds should be first.

It’s a "complicated octopus" to manage finances for clients who struggle with chronic health issues.

Trump has proposed making it easier to pass on HSAs to heirs, while some House Republicans want to nearly double contribution limits.

Here’s how to help prepare clients for what comes next.

We have the most expensive and fragmented health care in the world, so now what?

How some firms bypass traditional methods and offer points and rewards programs.

Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.

Shock and awe: When actual retirement health care costs soar beyond what a client had anticipated for their later years.

Present information in manageable doses and start with demystifying the three most common costs for retirees on standard Medicare insurance.