Lee Conrad

If estate planning documents don't use the right language, it can sometimes lead to costly and time-consuming alternatives.

In an industry that’s all relative, sometimes a 14% return puts you near the bottom of the pile.

Adding five years to their working years will enable clients to replace their pre-retirement income by up to 90% instead of 60% in some cases.

Many U.S. stock funds posted double-digit percentage gains, but international equities fared even better. Which were the biggest winners?

Tax-free withdrawals could outweigh an employer's match if early withdrawals are made for expenses like health care.

Retirees should stick to their strategies and diversify their portfolios with various sources of income.

The funded ratio for defined benefit plans at Fortune 1,000 firms rose to 83% at the end of 2017, a new report says.

The funds with the biggest AUM declines didn’t badly underperform, but investors often found cheaper alternatives.

One strategy to enhance financial prospects is to get a part-time job via the gig economy.

It paid in 2017 to be a penny-pinching retiree because target-date funds dominate the cross-section of profitable and cheap.