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They are triple-tax advantaged, but also introduce significant challenges — especially for life partners with multiple accounts.
December 20 -
The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.
November 11 -
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When searching for the right plan, it is important that retirees assume their health will one day change.
October 18 -
Cases often go unreported because many times seniors are too embarrassed.
October 15 -
Proactive measures, like rethinking the index used to assess seniors’ cost of living, may be called for.
October 10 -
The right toolkit can help clients accomplish their dreams and ease the financial burden on their loved ones.
October 8 -
Students can always borrow money for school, but there are no "retirement loans" available for clients to use to fund life after work, a CFP writes.
October 7 -
Pre-retirees expect their annual health-related expenses to top $7,000 once retired, however the actual cost can be much more.
September 25 -
Nearly three in four defer medical treatment, get suboptimal care to avoid deductibles or skip appointments to sidestep a bill.
September 23