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Health savings accounts offer triple tax benefits, allowing clients wiggle room to save for rising health care costs.September 20
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Clients are advised place a deeper focus on their life goals when developing a strategy to retire.September 16
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Those leaving the workforce before 65 need more cost-effective places to live.September 9
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The deadline to apply is Sept. 27.September 4
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Medicare, longevity, medical expenses — these are some of the most pressing issues facing clients.September 1
Editor-in-ChiefFinancial Planning
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Advisors may be able to shift taxable income and potentially save on employment taxes, as well.August 27
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Asset managers are increasingly seeking new sources of returns as more than a quarter of investment grade bonds experience negative yields.August 27
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The cost of health care before retirement is inherently more volatile than after, according to an expert.August 15
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Allegations rose amid multiple multimillion-dollar donations while the company’s CEO sits on MIT’s board.August 12
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Seniors living overseas are advised to enroll before moving back to the U.S.August 9
