Editorial Staff

Anticipation of auto enrollment features is expected to change the way advisers serve their clients.

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.

Employees who invest heavily in company stock are commingling their financial capital with their human capital, and making their financial plans unnecessarily risky along the way.

They are advised to max out tax-deductible contributions to their 401(k) plan and IRA to pay less in taxes this year.

A typically "balanced" portfolio (with 60% in stocks and 40% in bonds) yielded a return of 4% or more just 66% of the time.

As many as 30% of accounts are either abandoned or lost because many providers can no longer locate the account holders.

Investing in more bonds for a short period is a good strategy for retirement savers to curb the sequence of return risk.

For a couple details: Part D monthly premiums are often in the $35 to $50 range and higher-income retirees pay more for drug coverage.

Retirees may want to look for other income sources, such as renting out a room in their home, taking a reverse mortgage or going back to work.