Health and wellness

It's not easy to talk about health and sickness with clients, but advisors must explain the options.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

The investment research firm debuted three new data sets that can help advisors evaluate investment options for clients.

Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.

The new tax law has nearly doubled the standard deduction and limits the deduction for state and local taxes, making it less likely for taxpayers to itemize their deductions.

The health-care program for the elderly and disabled covers about 58 million Americans.

Clients should not only check the fees, but also compare their after-tax returns.

Investments as a percentage of HSA assets are growing, but advisors should give clients a complete picture of risks and rewards.

Advisors should coach their clients not only on their finances, but on health care options, as well.