Demographics

Older workers face some daunting decisions about Medicare, Social Security and retirement plans such as health savings accounts and 401(k)s. But these three strategies can help.

Simple offerings like a loan payment calculator or savings projection interface can make a profound difference on the path to financial preparation.

Congress is considering seven bills, which if passed, would help Americans improve their retirement prospects.

Physician assistants understand how, when and where their peers want their healthcare and can form long-term patient-provider relationships by leveraging their understanding of patient lifestyles and behaviors.

Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.

Setting up a medical coverage plan requires knowing your clients and what drives their thinking.

Physician assistants understand how, when and where their peers want their healthcare and can form long-term patient-provider relationships by leveraging their understanding of patient lifestyles and behaviors.

Employees who intend to leave a legacy to their loved ones should consider using a Roth IRA.

If your clients are approaching their late 60s and wondering when to file, there is a second option where they stand to forego the least amount of money.