Health and wellness

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.

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.

Attracting them means knowing what’s really important (hint: it’s not retirement).

Retirees should remain invested in stocks even if they have to scale back their exposure to this investment type, experts say.

Financial advisors can still be held liable for violating impartial conduct standards even though the fiduciary rule has been delayed until 2019.

"Sun and sand are great," says one analyst, but they're not the only considerations. They certainly didn't help boost the top city in this survey.

When it comes to planning, hitting financial goals is only part of the story.

High-yield or junk bonds, equities, and real estate investment trusts are excellent investment options for IRAs.

Health savings accounts can add substantial value to client relationships, advisors are told at the Schwab Impact conference.

AI, HSAs, commissions and cybersecurity are top of mind for advisors attending at the firm’s annual Impact conference. The CEO makes his predictions.