For high-income investors who are maxing out other tax-sheltered accounts, the high-deductible healthcare plan/HSA combo is close to a no-brainer.
If you're signing up for employer-provided benefits, don't just re-up for last year's choices; read this first.
Morningstar's director of global ETF research on fee wars, performance-chasing investors, and whether passive funds are doing their fair share for corporate governance.
Accumulators with short- and intermediate-term financial goals can employ the concept, too.
Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.
The prominent retirement researcher discusses Social Security's viability, the role of housing wealth, and a surprising new finding about married couple's retirement preparedness.
You may be switching to cut costs, but watch out: You may trigger additional fees along the way.
Get out those calendars: It's time for Medicare open enrollment, RMDs, mutual fund capital gains distributions, and more.