401(k)

Retirees have median savings of $839,000, but many of them are unwilling to spend away their nest egg.

Parents feel an uncontrollable urge to help their kids, no matter the cost to themselves. Here’s how advisors can help.

Rising interest rates can be a boon for seniors seeking better returns from low-risk investments, but can hamper other clients with adjustable-rate mortgages.

Those who can't downsize can still rent out a portion of their property to help cover expenses.

One option for the higher earning spouse is to use an IRA as payment.

Municipal bonds can be a more lucrative option for some retirement savers than comparable, higher-yielding bonds.

The firms are seeking to tap into the growing demand for ethical investing.

The new tax law has nearly doubled the standard deduction and limits the deduction for state and local taxes, making it less likely for taxpayers to itemize their deductions.

The gap for brand-name prescription drugs for Medicare beneficiaries is likely to narrow down to 25% of drug costs from the scheduled 30% next year.

To avoid a hefty tax bill when taking withdrawals from retirement accounts, clients should consider holding their assets in three "tax buckets.”

Clients who want to make their retirement portfolio resilient to market volatility should veer away from core stock and bond holdings.

Historical simulations show that the value of investing in these accounts is getting an average of 1.7% in additional earnings.

Short-term returns are mostly noise, which, by definition, largely cancels itself out over time

Although designed to spur productivity, the Tax Cuts and Jobs Act could have the reverse effect.

Experts are expecting more companies to offer student loan assistance, but a lack of tax benefits could stall the growing popularity of this benefit.

The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.

The number of clients owning taxable brokerage accounts has increased 10 percentage points over the past five years, while ownership of employer-sponsored plans remained unchanged.

Some are forced to retire early because of disability, layoff and health issues, while others fear that the program will reduce future benefit payouts as a result of its financial woes.

This debt “can hurt their ability to take on long-term financial planning because they are concerned with reaching a zero point,” says one therapist.

Mutual fund costs have fallen to 48 basis points in 2016 from 77 basis points in 2000 for plan participants, according to data from Investment Company Institute.