Elijah Nicholson-Messmer

From aggressive tax strategies to early retirement, well-intentioned decisions can unintentionally reduce Social Security benefits. Advisors highlight four major pitfalls that can impact clients' retirement income.

Trump's One Big Beautiful Bill Act opened HSA access to millions, but big gaps remain. Here's what financial advisors need to know.

A new bipartisan bill has the potential to significantly decrease the number of retirees who deplete their savings due to long-term care expenses, according to Morningstar researchers.

Customer satisfaction with Medicare Advantage plans is down, according to a new survey from J.D. Power. But some financial advisors say zero-premium plans remain a lifeline for cash-strapped seniors.

Retired women find themselves leaning on Social Security as a primary source of income at greater rates than men, according to new research from the Transamerica Institute. Financial advisors say that has significant implications for retirement planning.

At 42, an Idaho store clerk dreams of retiring by 55. His ultra-frugal freegan lifestyle could make it happen, but advisors have one major concern.

As major insurers reduce Medicare Advantage benefits and exit markets, retirees face higher costs and limited options. Advisors need to understand the implications for retirement planning.

Edward Jones reported a sharp decline in net new client growth for the second quarter, even as it brings on more advisors to the business.

Private assets promise potentially greater returns and more diversification for investors, but financial advisors say their opaque and illiquid nature makes them less than ideal for most 401(k) plan participants.

Many retirees mistakenly believe Medicare will cover all their medical costs, but new Fidelity research reveals that even without long-term care, routine health care expenses can add up to tens of thousands of dollars.

Between new senior tax deductions and fast-approaching funding shortfalls, it has been a turbulent few months for Social Security.

In a record-setting bull market, the products offer investors a straightforward way to protect against downside risk. But not all financial advisors are convinced of their utility.

After a difficult start to the year, Stifel reported a strong second quarter, with record AUM and net revenue figures for its wealth management division.

The move could impact future studies on retirement trends, policy and aging in America.

A rise in gray divorce presents distinct planning challenges for advisors. A majority of married Americans say that a divorce would derail their retirement plan, a new Allianz Life study found.

A new federal student loan borrowing limit could push more students seeking advanced degrees into costly private debt, according to financial advisors.

A vast majority of Americans yet to enroll in Medicare say they're worried about whether the program will be there for them, according to a new survey from Retirable and eHealth.

A 26-year-old lawyer in New York City wants to know if they're on track for retirement, but the most important factors aren't always clear. Financial advisors have a few ideas.

The CFP Board promised to enhance its review processes after an investigation found major shortcomings. A new analysis of CFP data found that the problem has only gotten worse.

Citi's wealth division was a relative bright spot in the bank's second quarter earnings report, with revenue up amid turbulent market conditions.