Editorial Staff

To build a strong portfolio, investors should consider blue-chip stocks that pay high dividends.

Clients should opt for simpler annuities, which tend to be less expensive than those with more complicated terms.

Advisers with their own practices would see their tax rates cut to 15% under the new proposal.

When investing in a Roth IRA, retirement savers should rebalance their portfolio by replacing high-performing holdings with more value-priced investments.

Two experts weigh in on whether there is a looming retirement crisis in the U.S., and provide opposite views on the issue.

Young people are advised to start building their nest egg as soon as they land a job after graduating from college.

Many are unaware that fostering a pet or installing a swimming pool can help them qualify for a deduction.

Long-term care brings hefty costs not fully covered by Medicare, so clients should consider living-benefits products, asset-based long-term care coverage or an annuity.

Most Americans maintain or even increase their spendable incomes after they started collecting Social Security, according to one of the experts who conducted a study.

Delayed retirement credits only accrue to age 70, but there still may be tax issues to consider.

ESG investing is one way to motivate young clients and boost their contributions.

Retirees are vulnerable to financial exploitation as the government has no formal systems for complaints and interventions.

The new retirement system will allow for 401(k)-type savings and provide financial education services to help military personnel make better investing decisions.

There is no guarantee that TDFs generate the needed returns, and these funds may have hidden multiple fees, an expert explains.

A bipartisan bill calls for an increase in full retirement age two months every year between 2022 and 2034 and indexing normal retirement age to life expectancy.

They can direct the payments to fund life insurance that they can use for estate taxes, charitable gifts and leave as a legacy for their loved ones.

Retirement looks bleak for many Americans and the Trump administration does not seem to be part of the solution, according to this opinion article.

Clients can claim airfare, lodging fees and half the cost of their meals as long as they can prove the trip is for work.

Among workers age 60 and older, 50% intend to wait to retire, or have no plans to retire at all,

A close look at what's driven the advisers at the top of this year's ranking.