Healthcare costs

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.

The health-care program for the elderly and disabled covers about 58 million Americans.

Advisors should coach their clients not only on their finances, but on health care options, as well.

Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs.

A recent report from Democrats on the Joint Economic Committee says that Social Security is being threatened, and the federal government should consider modernizing and enhancing the program.

Even if a client does not use the triple tax advantage of these accounts, the benefits are still valuable.

Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.

The research found that claimants were not told they could take widow or widower's benefits while delaying their own retirement benefits, which would allow those checks to increase.

Even if those assets are used to pay for nonmedical expenses, an HSA can still be ahead of a 401(k) plan or an IRA.