Investments

Clients can void overspending by seeking out sales and discounts to lower their food and entertainment costs.

Steady gains made in equity markets last year were "clearly a tailwind,” an expert says.

Investors who plan to retire early are advised to start saving as soon as possible and diversify their earnings with multiple sources of income.

Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.

These programs can be great retention tools that help employees add to their retirement savings.

Administrators can improve their year-end process to wrap up outstanding dispositions and plan for tax season.

“There definitely will be people who don’t win in this,” says Altruist founder Jason Wenk.

Help your employees take full advantage of the investment savings and healthcare spending benefits of HSAs.

Buyout amounts are high right now, but there are many other factors to consider when guiding employees to the right choice.

When searching for the right plan, it is important that retirees assume their health will one day change.