Healthcare costs

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.

A data firm and a hospital network are betting that advisors can utilize precise cost forecasts for clients' health needs.

With lowered surcharge thresholds effective this year, strategies to manage the bite are a way for advisors to add client value.

While clients cannot determine their health care expenses and taxes in retirement, they can improve their prospects by minimizing investment fees and diversifying their portfolios.

Attracting them means knowing what’s really important (hint: it’s not retirement).

Retirees should remain invested in stocks even if they have to scale back their exposure to this investment type, experts say.

Financial advisors can still be held liable for violating impartial conduct standards even though the fiduciary rule has been delayed until 2019.

"Sun and sand are great," says one analyst, but they're not the only considerations. They certainly didn't help boost the top city in this survey.

High-yield or junk bonds, equities, and real estate investment trusts are excellent investment options for IRAs.

What — if anything — should an advisor do if a client is abusing illicit substances?

When developing a plan to offset the potential shortfall of Social Security benefits in the long term, annual rebalancing is one step clients should take.

There’s one major benefit to these accounts.

When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.

Health savings accounts have soared in popularity, but providers are adding layers of fees.

Actually, there’s a third answer, says planner Victoria Konrad.

Clients should consider a dependable second-hand car instead of a new one, and then redirect the money saved into a retirement account.

New retirees are often anxious about spending to much, depriving themselves of some comforts of life for fear of outliving their nest egg.

If clients are unhappy with any aspect of their life that financial planning will solve, make that the primary focus.