Health and wellness

The tax plan would make itemized deductions less valuable so some seniors would lose a deduction that covers payments for nursing homes, assisted living or inpatient hospital care.

Under the rules, seniors face a tax liability for HSA contributions if they carry health coverage other than the high-deductible policy.

Clients can enjoy their later years without the worries of work, but will also lose the additional earnings.

Experts say 18-to-36-year-olds should take advantage of workplace 401(k) and Roth IRA tax benefits now and shop around for the best savings rates later.

The cost of home care is up over 6% this year nationwide. Are your clients living in an even more expensive state?

Advisors are discovering how to spot “money disorders,” according to a Financial Planning webinar.

The number of health savings accounts has increased 16% over the past year, and assets now exceed $40 billion.

One option for clients to consider is municipal bonds, which offer tax-free yields.

If a family contributes approximately $6,000 per year to an HSA, compounded at 6% growth for 20 years, that's $234,000 at retirement, says expert.