Posted 11 hours Ago
What’s Covered, What’s Not by an HSA (Health Savings Account)
What’s Covered, What’s Not by an HSA (Health Savings Account)

Why It Matters: A health savings account (HSA) can offer great tax benefits, but it can’t be used to pay certain expenses. Knowing what ... More

1197
Posted 2 months Ago
9 Mother’s Day Gifts to Help Mom Relax
9 Mother’s Day Gifts to Help Mom Relax

Americans are more stressed out now than they have been in the past decade, which means we all need time to relax and take care of ... More

447
Posted 2 months Ago
The Importance of Emergency Funds
The Importance of Emergency Funds

As you know, an emergency fund should be a part of any good financial plan. While your clients focus on longer-term goals, it’s always ... More

350
Posted 2 months Ago
Swimsuit Season for the Wallet
Swimsuit Season for the Wallet

Why it matters: It’s easy to let clients slip into bad habits, but each client visit is an opportunity to make sure everything is ... More

257
Posted 8 months Ago
Social Security: Small COLA, Big Limits Boost
Social Security: Small COLA, Big Limits Boost

More than 65 million seniors receiving Social Security benefits can expect a small cost-of-living adjustment (COLA) for 2017, while ... More

797
Posted 9 months Ago
Social Security Taxes on Health Insurance?
Social Security Taxes on Health Insurance?

Everyone knows health insurance is expensive. But at least many employers contribute to a worker’s health care premiums. Now, imagine ... More

496
Posted 10 months Ago
Spending Your Way to Retirement
Spending Your Way to Retirement

Healthy spending habits should be as important to your clients as their 401(k) balance, and as their financial advisor, you can help ... More

97
Posted 11 months Ago
Stanford Center Study Seeks Better Spending Plan for Today’s Retirees
Stanford Center Study Seeks Better Spending Plan for Today’s Retirees

Retiring in the defined benefit—or “pension”—era of yesteryear may have been simpler than today: Work, retire, collect ... More

296
Posted 1 year Ago
Travel in Retirement: Is It Just a Dream?
Travel in Retirement: Is It Just a Dream?

Most of us dream about travel during retirement; whether it be to visit our national parks, a trip to an exotic locale, or even to ... More

209
Posted 2 years Ago
Review FSA, HSA Planning Sooner, Not Later
Review FSA, HSA Planning Sooner, Not Later

When it comes to the Flexible Spending Arrangement, you can’t get your billions back, America. The health care savings ... More

198