Margarida Correia

The former Oppenheimer client was allowed to invest in a new fund started by Carter Worth, a well-respected technical analyst who the client believed “walked on water,” his lawyer claimed.

Retirees have median savings of $839,000, but many of them are unwilling to spend away their nest egg.

Clients are advised to keep track of their financial information and have a trusted person who knows where to locate it.

As baby boomers exit the workforce, they perpetuate a problem that has long dogged Social Security in that there aren’t enough workers to replace them.

One of the misconceptions is that payroll taxes should be raised and benefits should be cut considerably to save the program.

A widower wanting to claim at 64 learned he’d have to wait until full retirement age before he’d start receiving benefits.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

Community Bank & Trust of Florida switched its program after a 16-year relationship with Invest Financial.

Some 1.4 million participants in private pension plans may be facing stiff pension cuts that could come as soon as 2028.

A client dramatically increases her retirement income, thanks to guidance from her advisor.