Posted 2 weeks Ago
19
The Importance of Emergency FundsThe 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 ...

Read More
Posted 1 month Ago
1022
What’s Covered, What’s Not by an HSA (Health Savings Account) [Infographic]What’s Covered, What’s Not by an HSA (Health Savings Account) [Infographic]

You might know that a growing number of Americans are becoming eligible for health savings accounts, which allows them to set aside ...

Read More
Posted 6 months Ago
768
Social Security: Small COLA, Big Limits BoostSocial 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 ...

Read More
Posted 7 months Ago
455
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 ...

Read More
Posted 8 months Ago
67
Spending Your Way to RetirementSpending 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 ...

Read More
Posted 9 months Ago
267
Stanford Center Study Seeks Better Spending Plan for Today’s RetireesStanford 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 ...

Read More
Posted 9 months Ago
37
Keep Your Cents Before Going Back to SchoolKeep Your Cents Before Going Back to School

The smell of new pencils and empty pocketbooks is in the air as families around the country get ready to go back to school. However, ...

Read More
Posted 11 months Ago
191
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 ...

Read More
Posted 1 year Ago
3237
Line 61: The IRS and Your Clients’ Health CareLine 61: The IRS and Your Clients’ Health Care

Don’t forget, Uncle Sam wants to make extra sure your clients have health care. In fact, there’s a fine if they ...

Read More
Posted 2 years Ago
64
Sorry For Your Loss. Here’s $255.Sorry For Your Loss. Here’s $255.

Clients considering final arrangements such as wills, powers of attorney, and last wishes may be surprised by the size of the Social ...

Read More
Load More