Retirement readiness

Under the rules, seniors face a tax liability for HSA contributions if they carry health coverage other than the high-deductible policy.

Clients should learn to reduce their housing, transportation and food costs, cut unnecessary expenses, and develop the habit of packing their lunch to work.

A quick look inside the proposed Tax Cuts and Jobs Act.

Clients can enjoy their later years without the worries of work, but will also lose the additional earnings.

Clients should search the Department of Labor's Form 5500 filings to get their former employer's contact information.

Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.

The cost of home care is up over 6% this year nationwide. Are your clients living in an even more expensive state?

While the average savings in retirement accounts increased markedly in recent years, the amounts varied significantly by income levels, says an expert.

Clients should consider the next market downturn as an opportunity to invest in stocks that are "on sale."

Despite impressive aggregate numbers, the median value of a 401(k) account for someone 65 and over is about $60,000.