Tax planning

The increasingly popular tactic can save business owners hundreds of thousands of dollars in taxes.

Retirees can change their Part D prescription-drug plans, Advantage plans, and/or switch from traditional Medicare to Medicare Advantage during open enrollment, which ends December 7.

Borrowing against the value of one’s 401(k) is a great way to ride out a low-yield environment, right? Think again.

The strategy delivers good returns while addressing clients’ fears, if executed properly.

The right debt strategy can help clients make better decisions with capital allocations.

Despite a sales dropoff, experts forecast growth from product innovation and latent demand.

Clients should not assume that Medicare will cover all their medical expenses, or that they'll see a decrease in their expenses after they retire.

The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.