Insurance

Helping clients develop a solid investment strategy is an important step to help them survive market volatility.

With pensions gradually disappearing, more retirees will have to rely on 401(k)s.

Medical expenses for retired clients may be more predictable than expected, experts say.

The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.

Certain financial moves could push their income above a certain threshold, potentially triggering an income-related monthly adjustment.

It's no exaggeration to say rock-bottom fees are an existential threat to many asset managers. However, technology could still save the day.

With tens of thousands of certificants affiliated with giant BDs, the documents required by the new standards are making their conflicts of interest plain as day.

Without a rollover, they can experience “untold impact to their plan for securing retirement," an expert says.

The RobustWealth and Wells Fargo acquisitions are boosting the firm’s technology and scale as firms of its type diverge on their approach to a changing industry.

When searching for the right plan, it is important that retirees assume their health will one day change.

Cases often go unreported because many times seniors are too embarrassed.

Keeping their money invested for a longer period enacts the power of compounded interest growth.

Proactive measures, like rethinking the index used to assess seniors’ cost of living, may be called for.

The right toolkit can help clients accomplish their dreams and ease the financial burden on their loved ones.

Students can always borrow money for school, but there are no "retirement loans" available for clients to use to fund life after work, a CFP writes.

Pre-retirees expect their annual health-related expenses to top $7,000 once retired, however the actual cost can be much more.

To bridge the gap between employer coverage and Medicare eligibility, retirees face a number of daunting choices.

Nearly three in four defer medical treatment, get suboptimal care to avoid deductibles or skip appointments to sidestep a bill.

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