Health and wellness

The stresses of the job practically demand that we have people to confide in when the going gets rough, Michael Kitces writes.

A recent report from Democrats on the Joint Economic Committee says that Social Security is being threatened, and the federal government should consider modernizing and enhancing the program.

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.

The research found that claimants were not told they could take widow or widower's benefits while delaying their own retirement benefits, which would allow those checks to increase.

The products can offset potential losses from lowered state and local deduction limits.

As advisors grow their firms into bona fide businesses, they may sour on the profession —unless they scale back, Michael Kitces writes.

Even if those assets are used to pay for nonmedical expenses, an HSA can still be ahead of a 401(k) plan or an IRA.

Call it the ultimate staycation. Planners offer advice on how to work from paradise.

A data firm and a hospital network are betting that advisors can utilize precise cost forecasts for clients' health needs.

With lowered surcharge thresholds effective this year, strategies to manage the bite are a way for advisors to add client value.

Tax-free withdrawals could outweigh an employer's match if early withdrawals are made for expenses like health care.