Health and wellness

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.