Amanda Schiavo

The legislation includes a provision that would raise the age limit for making contributions and taking required minimum distributions.

Retirees should live a frugal, flexible lifestyle and consider buying insurance to cover big ticket items.

They can do research by visiting funeral homes to get a better understanding of cost and burial details.

Be sure to check if the original owner has started taking minimum distributions to ensure clients make the right decisions.

"Part of the conversation should be exploring how your client uses the health-care system," says a CFP.

Many older workers don’t know they are allowed to take penalty-free withdrawals from their 401(k), 403(b) and 457 plans.

An average couple aged 65 who are about to retire this year will need $285,000 to cover healthcare expenses.

Ensure their contributions don't exceed the limits to avoid a penalty tax.

Seniors who hold retirement savings in various assets should develop a tax-efficient withdrawal strategy.

Lawmakers are poised to merge two bills that would make it easier for workers to save for retirement.

The startup plans to double its team and expand its services to more clients.

The last government shutdown highlighted how many Americans ignore basic planning lessons.

About 19% of adults support elderly family members in some way.

He’s the latest broker to leave a wirehouse for a regional BD.

The firm has been on a recruiting tear, with a particular emphasis on wirehouses.

Planners share their favorite out-of-left-field appeals for advice.

A psychologist or therapist on staff can help advisors connect with clients who are going through a major life event.

The firm has been aggressively recruiting wirehouse talent.

“We are looking to grow a firm of high quality financial advisors who are looking to make a real difference in people’s lives,” the firm cofounder says.

The teams are led by brokers who’ve been featured on Barron’s and Forbes’ advisor rankings.