Insurance

ESG investing is one way to motivate young clients and boost their contributions.

Each plan has pros and cons: Clients who own a Roth IRA for at least 5 years are entitled to penalty-free withdrawals for education expenses, but they'll owe income taxes on those earnings.

Medicare costs count as a deductible medical expense, but only if they exceed 7.5% of adjusted gross income.

For many people, insuring for the basics of home health care "might be enough to keep the wolves from the door," says a Nationwide executive.

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.

The one-size-fits-all approach may not suit everyone as circumstances vary. Investors may consider a managed account, plus a robo, which is an inexpensive alternative.

Policy owners who take out loans may need a rescue — but not all life preservers are created equal.

Help clients avoid costly mistakes when enrolling in these essential programs.

Help clients avoid costly mistakes when enrolling in these essential programs.

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.