Health and wellness

In some cases, amassing a large IRA can have unforeseen negative consequences, including higher Medicare costs. Here’s how Roth conversions and other strategies can help.

Owning a home offers some benefits, such as the option for a reverse mortgage and certain tax breaks, but are they enough to offset the burdens involved?

The worry that many clients feel about the possible reduction in their future retirement benefits as a result of Social Security's dwindling trust fund is misplaced, says expert.

The average retiree may need to save far less than you are currently projecting.

Debt among 65-year-olds has increased by 48% between 2003 and 2015, according to research by the Federal Reserve Bank of New York.

While many retirees have prepped well for whatever the economy and markets may bring, far too many others have not, an expert says.

It's not easy to talk about health and sickness with clients, but advisors must explain the options.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

The investment research firm debuted three new data sets that can help advisors evaluate investment options for clients.

Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.

The new tax law has nearly doubled the standard deduction and limits the deduction for state and local taxes, making it less likely for taxpayers to itemize their deductions.

The health-care program for the elderly and disabled covers about 58 million Americans.

Clients should not only check the fees, but also compare their after-tax returns.

Investments as a percentage of HSA assets are growing, but advisors should give clients a complete picture of risks and rewards.

Advisors should coach their clients not only on their finances, but on health care options, as well.

Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs.

Sadness and stress are more commonplace in finance than among the broader U.S. workforce. Here’s how you can cope.

Workers with a high-deductible health plan will be better off setting up a health savings account, which offers tax benefits for savings earmarked for future medical expenses.

The effects are looking like "every other much-hyped tax cut of the past three decades.”