Health and wellness

These plans once merely supplemented health insurance. Now they are a vital part of a broader retirement strategy.

The most difficult challenge for a new firm? For some, it’s not location or even hiring.

Clients should consider a dependable second-hand car instead of a new one, and then redirect the money saved into a retirement account.

Certain laws may require them to maintain the coverage with their former spouse.

The amount that can be transferred is equivalent to the HSA's annual contribution limit, which is $3,400 for singles and $6,750 for couples.

New retirees are often anxious about spending to much, depriving themselves of some comforts of life for fear of outliving their nest egg.

The total out-of-pocket health care expenses of a 65-year-old couple in retirement could exceed $320,000, plus 5% annual increases.

For any advisor caught in trying circumstances, it's natural to feel upset. But there's a constructive way to respond to challenges.

If clients are unhappy with any aspect of their life that financial planning will solve, make that the primary focus.

The agency says its adoption of WebEx will allow for improved outreach with clients in the more rural regions of the country.