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Concerns about medical expenses are sky-high, but there are solutions.
January 23 -
An index of SourceMedia's comprehensive coverage of the Affordable Care Act for professionals in employee benefits and health care.
January 20 -
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Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.
January 18 -
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It's not too late to help clients improve their tax situation for 2016 and beyond.
December 28Thomson Reuters Checkpoint -
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.
November 18 -
Here’s how to help prepare clients for what comes next.
November 9
Life Planning Partners -
We have the most expensive and fragmented health care in the world, so now what?
November 7
Life Planning Partners -
Shock and awe: When actual retirement health care costs soar beyond what a client had anticipated for their later years.
November 1 -
Present information in manageable doses and start with demystifying the three most common costs for retirees on standard Medicare insurance.
October 31 -
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
October 17 -
More than 80% of women in the advisory business find the old boys’ network undercuts their professional development.
September 30 -
Investors should understand that market volatility will remain a risk to their portfolio, and investing in low-volatility funds does not guarantee protection.
September 15 -
Roughly a third of American workers don’t have a retirement vehicle, says Labor Secretary Thomas Perez.
August 26 -
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.
July 14 -
Eliminating the tax maximum would fix much of the program's shortfall, but it could also bring unintended consequences.
July 12

















