Health and wellness

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

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

Each pre-retiree couple is in a unique circumstance, and needs to account for their health and longevity, as well as their willingness and ability to work.

Advisors must be prepared with tax and planning strategies to help when clients fall ill.

These plans once merely supplemented health insurance. Now they are a vital part of a broader retirement strategy.

The most difficult challenge for a new firm? For some, it’s not location or even hiring.

Clients should consider a dependable second-hand car instead of a new one, and then redirect the money saved into a retirement account.

Certain laws may require them to maintain the coverage with their former spouse.

The amount that can be transferred is equivalent to the HSA's annual contribution limit, which is $3,400 for singles and $6,750 for couples.

New retirees are often anxious about spending to much, depriving themselves of some comforts of life for fear of outliving their nest egg.