Health and wellness

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.

Many deductions are likely to disappear if Congress passes the reform bill into law.

While clients cannot determine their health care expenses and taxes in retirement, they can improve their prospects by minimizing investment fees and diversifying their portfolios.