Health and wellness

A successful financial plan is contingent on the success of the whole family, according to an expert.

High-deductible plans open the door to tax breaks for high-income investors, an expert says.

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.

Seniors living overseas are advised to enroll before moving back to the U.S.

Just 62% of women are protected compared to 76% of their male counterparts, research shows.

Withdrawals for non-medical expenses would no longer be penalty-free under the proposal.

Those who didn't save early may miss key opportunities, experts say.

Clients can use Roth IRAs, 529 plans and — yes — life insurance to give their children a head start.

Which is better? An SEP plan or solo 401(k)?

With their pro bono efforts, advisors have helped clients manage thousands in debt, plan for future health care costs and even offered healthy recipes.

But health care is probably more expensive.