-
Although the federal penalty was axed for those who failed to register for a plan, some states will continue to impose the coverage mandates.January 21
-
“The advice I give is to calculate the financial impact for each option,” an expert says.January 15
-
They are triple-tax advantaged, but also introduce significant challenges — especially for life partners with multiple accounts.December 20
-
The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.November 11
-
When searching for the right plan, it is important that retirees assume their health will one day change.October 18
-
Cases often go unreported because many times seniors are too embarrassed.October 15
-
Proactive measures, like rethinking the index used to assess seniors’ cost of living, may be called for.October 10
-
The right toolkit can help clients accomplish their dreams and ease the financial burden on their loved ones.October 8
-
Students can always borrow money for school, but there are no "retirement loans" available for clients to use to fund life after work, a CFP writes.October 7
-
Pre-retirees expect their annual health-related expenses to top $7,000 once retired, however the actual cost can be much more.September 25
