Margarida Correia

Moving to a retirement community is a great option for seniors if they don't have enough support from family and friends and they have a sizeable nest egg to finance such an arrangement.

L&N Federal Credit Union was looking for a boutique-style firm following Invest's acquisition by LPL.

Texas securities watchdog derided the advisor for not considering the costs associated with an equity trading strategy he employed for certain clients.

The two declined to cooperate with investigations into allegations that they engaged in undisclosed outside business ventures.

Retirees living overseas can still claim Social Security benefits, but they must see if their country of residence requires them to have a local bank account.

Retirees should consider that state laws may differ on who may be legally recognized as a beneficiary's spouse and thus whether their partner would be entitled to spousal benefits.

Morgan Stanley and one of its advisors were ordered to return the entrepreneur's investment in two private placement funds totaling $536,000 and pay him $37,500 in compensatory damages.

While the funds are ideal for certain people, they don't address important retirement considerations, such as the cost of funding a comfortable living and a person’s savings rate.

With many private and public pensions in the red, clients are advised to look for options that will improve their prospects, such as Roth IRAs.

The convicted fraudster allegedly stole more than $270,000 from his victims, including his mother and ex-girlfriend.