Health and wellness

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.

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.

Beneficiaries owe no federal tax on collected payouts after the policyholder dies.

Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.

Health savings accounts are not only for funding immediate medical needs. They offer three distinct tax benefits that make them a powerful form of retirement savings.

Women often have more years of low income—or no income—at some point in their careers.

Many people plan to have an active lifestyle in retirement, but are not engaging in activities to stay fit.

Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.

Most Americans are saving too conservatively to generate the income they'll need in retirement even after accounting for Social Security.

There is a tremendous opportunity to serve the unmet needs of clients in this area.