Health and wellness

When it comes to planning, hitting financial goals is only part of the story.

High-yield or junk bonds, equities, and real estate investment trusts are excellent investment options for IRAs.

Health savings accounts can add substantial value to client relationships, advisors are told at the Schwab Impact conference.

AI, HSAs, commissions and cybersecurity are top of mind for advisors attending at the firm’s annual Impact conference. The CEO makes his predictions.

Where your client resides may determine how much they'll need to pay.

What — if anything — should an advisor do if a client is abusing illicit substances?

The tax plan would make itemized deductions less valuable so some seniors would lose a deduction that covers payments for nursing homes, assisted living or inpatient hospital care.

Under the rules, seniors face a tax liability for HSA contributions if they carry health coverage other than the high-deductible policy.

Clients can enjoy their later years without the worries of work, but will also lose the additional earnings.

Experts say 18-to-36-year-olds should take advantage of workplace 401(k) and Roth IRA tax benefits now and shop around for the best savings rates later.