Health and wellness

Many are unaware that they are responsible for a majority of their medical expenses, aside from premiums and coinsurance costs.

Even if a client does not use the triple tax advantage of these accounts, the benefits are still valuable.

It pays to review the differences between traditional and Roth IRAs.

Many clients want to leave an impact after they’re gone but don’t know how to go about it. Here’s how to approach the uncomfortable conversations.

Homeowners have fewer options as state and local deductions have been capped under the new law.

As the shift to fee-based accounts roils the industry, forward-thinking firms are revisiting how they pay employees while also making work more enjoyable. By Charles Paikert

Volunteer days and relocation bonuses are just some of the perks firms are offering their financial advisors.

Cecilia Williams, chief compliance officer at Halbert Hargrove, explains why the firm offers its advisors a monthly incentive to live closer to the office.

Clients still have a few weeks to make deductible contributions to various retirement accounts, as well as health savings accounts, to reduce their 2017 tax liabilities.

Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.