Health and wellness

The right toolkit can help clients accomplish their dreams and ease the financial burden on their loved ones.

The tax basis can change when homeowners compute depreciation, loss or gain for sales purposes.

Taxpayers face a 5% penalty if they fail to meet the deadline.

To bridge the gap between employer coverage and Medicare eligibility, retirees face a number of daunting choices.

Establishing an S corporation would protect their profits from federal income taxes of more than 23.8%, an expert says.

Health savings accounts offer triple tax benefits, allowing clients wiggle room to save for rising health care costs.

The deadline to apply is Sept. 27.

Medicare, longevity, medical expenses — these are some of the most pressing issues facing clients.

From surcharge brackets to prescription drug plans, advisors need to understand how Medicare works.

Clients who outlive their retirement savings are among those most at risk.