Health and wellness

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.

Nearly two-thirds of future and recent retirees are worried there will be cuts to the program under the Trump administration. And an even greater percentage think that it needs to change.

Some say the changes could make the Federal Housing Administration's program less attractive to borrowers, but they could also improve the market.

When developing a plan to offset the potential shortfall of Social Security benefits in the long term, annual rebalancing is one step clients should take.

Clients could face a 100% penalty of taxes owed for filing late.

Retirees can open health savings accounts, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.

There’s one major benefit to these accounts.

Are HSAs here to stay? One advisor’s prediction.

Advisors are in trouble if they neglect a client’s health needs.

When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.

Some of these states, however, may not be tax-friendly for retirees.

Health savings accounts have soared in popularity, but providers are adding layers of fees.

Actually, there’s a third answer, says planner Victoria Konrad.