Health and wellness

Amid the painful backdrop of history and the scale of the present-day challenges, pro bono financial advisors are focusing on their clients.

The Invest STL Rooted program provides longtime residents with grants and financial planning. Here's why its success could be crucial to building wealth in communities nationwide.

Prospective affluent clients told Cerulli they exhibit common forms of distraction from an objective view of investing. Here's how wealth managers can help.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

Wealth managers often plan as if their clients will live to age 95 — but few Americans do. New research suggests a different approach.

Many factors can influence the timing of a person's retirement, but new research shows nothing comes close to health problems.

Advisors and other leaders in the profession have a unique window into what "wealth" really means. Here's how they defined it.

The Internal Revenue Service issued the annual inflation adjustments for health savings accounts in 2025 as prices continue to rise.

They can be a more tax-effective way to save for retirement than an IRA for those who are able to max out contributions and pay for medical expenses with other funds.

Some companies are misrepresenting when food and wellness expenses can be paid for by FSAs, HSAs and other health spending plans.

As tax-friendly as the rules are for HSA funds during an individual's lifetime, they can become much more punitive for funds left over after the original account owner dies.

From "You can't retire yet" to "Your husband is gambling away your savings," here are the toughest conversations wealth managers have with their customers — and how to get through them.

More working Americans have a health savings account, but many are not using them to their fullest potential.

If you have any questions about Medicare, health care expenses and retirement, Ben Storey has the answers. Watch our interview here.

From teaching arts and crafts, to going on tour with a former rock band, these retirees are proving life doesn't end with a 9-to-5.

Financial planners and advisors must ensure that their clients have the necessary funds to meet whatever health challenges advancing age may bring.

From practice management tips to key planning questions facing ex-servicemembers, a half dozen experts helped FP compile its Veterans Day list.

FINRA Foundation's finding that nearly nine out of 10 adults have financial worries presents advisory practices with a basic yet pressing question.

New research shows 26% of U.S. adults are wedged between two generations of expenses, leaving little room for their own savings.

Financial Planning's staff has compiled 84 songs that we believe speak to the souls of advisors.