Health and wellness

It's not too late to help clients improve their tax situation for 2016 and beyond.

The tax benefits of an HSA make those plans a better option to max out first, although contributing just enough to a company plan to get any matching funds should be first.

Here’s how to help prepare clients for what comes next.

We have the most expensive and fragmented health care in the world, so now what?

Shock and awe: When actual retirement health care costs soar beyond what a client had anticipated for their later years.

Present information in manageable doses and start with demystifying the three most common costs for retirees on standard Medicare insurance.

Working 30 years instead of 29 will yield a fractional monthly benefit increase — "like by 1/29th" — says an expert, who also notes how get a good idea of future benefit

More than 80% of women in the advisory business find the old boys’ network undercuts their professional development.

Investors should understand that market volatility will remain a risk to their portfolio, and investing in low-volatility funds does not guarantee protection.

Roughly a third of American workers don’t have a retirement vehicle, says Labor Secretary Thomas Perez.

Here's how to bring in the cash without paying a nickel to the government. Plus, 11 big mistakes to avoid and qualified charitable distributions that yield big benefits.

Eliminating the tax maximum would fix much of the program's shortfall, but it could also bring unintended consequences.

Mental ability for managing stress and success will make the difference.

Some private insurance companies now offer Medicare Advantage plans, which offer many of the same benefits as the coverage in Part A and Part B.

It’s important for advisers just starting a practice to understand that times may be hard, lonely and often without reward.

Long-term-care insurance could be bought using people's 401(k) funds and should impose no penalty for early withdrawals, say experts at the Bipartisan Policy Center.