HSAs: The Retirement Savings Tool Most Clients Aren't Using (Yet)
Health savings accounts combine the tax advantages of 401(k)s and Roth IRAs, making them an effective way to save for health costs in retirement.
College Costs: Kids’ Expectations vs. Parents’ Ability to Pay
Most children think their parents will pay all their college costs, but parents, many with their own student debt, have different ideas, a survey found.
Cutting Small-Business Health Coverage Risks With HMRAs
A traditional HRA with an employer health matching reimbursement account (HMRA) can provide a solution for small-business clients.
ABLE Accounts: What Advisors Need to Know
These tax-advantaged accounts to help finance the daily needs of disabled people may not make advisors money but should not be ignored.
Why Advisors Should Care Who Clients Follow on Twitter
Investors following social media can quickly form opinions that lead to actions that might not necessarily be to their advantage.
How to Save Retired Clients Thousands in Medicare Costs
Wealthier clients can save tens of thousands of dollars in Medicare premiums by using savings vehicles that the government doesn't consider in its income calculations.
Unique Cyber Risks Your HNW Clients’ Kids Face
Social media sites are fun to use, but especially for the children of HNW clients, they’re rife with frightening, constantly evolving personal risks.
I Planned for Widowhood but Got a Lot Wrong
My husband and I thought we’d done everything right on end-of-life planning, but after he died, I found we missed a lot.
Why Emerging Markets Deserve Another Look
EGShare's Zeitoun shares his views on these ETFs, the topic of smart beta and the future of the industry.
Top 4 Reasons You Better Discuss Social Security With Clients
Among them, the risk of losing clients who would rather switch to an advisor who will.