Retirement

Some of these planning opportunities, intended to help people cope with the pandemic, won't be around in 2021.

"Retirement age" is a moving target and often depends on what generation clients are from -- and whether there's a pandemic happening.

Advisors who are able to adjust and adapt will be well on their way to retaining clients for the long term while also being accessible to new clients.

Unfortunately, some strategies include being willing to risk COVID-19 in order to find work.

The combined impact of these two accounts -- the 401(k) and HSA -- increases savings for both accounts, and for your employees.

Is sending holiday cards worth the effort? Celebrities, CEOs and the British royal family seem to think so.