Insurance

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.

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.

Medicare, longevity, medical expenses — these are some of the most pressing issues facing clients.

From surcharge brackets to prescription drug plans, advisors need to understand how Medicare works.

Judging from what promoters of insurance products can say in their marketing materials, not so well, writes Ethan Schwartz.