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Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs.
May 17Life Planning Partners -
Sadness and stress are more commonplace in finance than among the broader U.S. workforce. Here’s how you can cope.
May 16Harris & Harris Wealth Management Group -
Workers with a high-deductible health plan will be better off setting up a health savings account, which offers tax benefits for savings earmarked for future medical expenses.
May 2 -
The effects are looking like "every other much-hyped tax cut of the past three decades.”
May 1 -
The stresses of the job practically demand that we have people to confide in when the going gets rough, Michael Kitces writes.
April 30 -
A recent report from Democrats on the Joint Economic Committee says that Social Security is being threatened, and the federal government should consider modernizing and enhancing the program.
April 27 -
Many are unaware that they are responsible for a majority of their medical expenses, aside from premiums and coinsurance costs.
April 17 -
Even if a client does not use the triple tax advantage of these accounts, the benefits are still valuable.
April 13 -
It pays to review the differences between traditional and Roth IRAs.
April 10 -
Many clients want to leave an impact after they’re gone but don’t know how to go about it. Here’s how to approach the uncomfortable conversations.
April 3Retirement Matters