Healthcare costs

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.

Help could be on the way for retirement-age clients asking prickly questions about coverage options.

One step for clients is to avoid investing the money that they will need within a five-year period.