Health and wellness

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.”

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.