Health and wellness

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.

Guiding them through the fine print of narrow networks, deductibles and copays could become a key differentiator.

The rule can create significant tax savings, but in unskilled hands it can just shift the burden elsewhere.