Health and wellness

The total out-of-pocket health care expenses of a 65-year-old couple in retirement could exceed $320,000, plus 5% annual increases.

For any advisor caught in trying circumstances, it's natural to feel upset. But there's a constructive way to respond to challenges.

If clients are unhappy with any aspect of their life that financial planning will solve, make that the primary focus.

The agency says its adoption of WebEx will allow for improved outreach with clients in the more rural regions of the country.

Seniors are advised to withdraw from taxable and other retirement accounts before taking distributions from their HSA.

Only 3% of households earning under $50,000 a year benefitted from the mortgage interest tax deduction.

The government should tax the health insurance employers provide to employees to generate revenue to fix Social Security's financial woes, an expert says.

Help could be on the way for retirement-age clients asking prickly questions about coverage options.

Those who expect to stay longer on their jobs could be hurting their prospects, as many people are forced to retire early because of health issues.

One step for clients is to avoid investing the money that they will need within a five-year period.