Health and wellness

Former consultant Sloane Ortel got the idea for the SRI startup from being a member of a food co-op in Brooklyn, New York.

(Bloomberg Opinion) — More than 100,000 people who used to work or live in New York State have received notices from the tax department questioning them about their whereabouts last year and asking why they paid less to the state than they have in years past.

With clients showing signs of anxiety during the pandemic, Kimberly Foss writes, now is the time to remind them why they came to us in the first place.

“I diverged from the generic ‘dialing for dollars’ path to advancement and set out to learn from entrepreneurs and leaders from books,” writes advisor Chip Munn.

From COBRA premiums to long-term care, there are surprising uses for funds in these tax-advantaged accounts.

Both have their allure, but astute advisors can sort out the best choice between low-cost and premium versions.

Some cash-strapped clients with high medical costs could really benefit from making this move.

A new book could help advisors better grasp the difficulty with the topic of money among underserved client groups.

The new relief plan has something for many taxpayers, including retirees and the recently unemployed.

The Internal Revenue Service issued its annual inflation adjustment Wednesday for health savings accounts for 2021, at a time when many taxpayers are worried about their health in the midst of the novel coronavirus pandemic.

How they’re hiring, striving and even thriving under new conditions.

In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.

The majority of U.S. workers do not have enough savings to help them in the event of a medical emergency and often turn to their retirement funds for help.

Now is not the time to disconnect from supportive networks of other advisors.

For starters, they can use the windfall to pay off debt, shore up their HSAs and build a cash reserve.

From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking for answers that advisors are uniquely suited to provide.

Many advisors can make the switch from a traditional office to one right down the hallway — but it comes with its own set of ground rules.

Finding the right collaborator changed my life.

Aside from refinancing, retirees are advised to consider downsizing their homes to reduce overall spending.

Some tax credits are refundable, meaning they can get a refund in case the credits exceed their actual tax liability.