Paola Peralta

Medicare savings programs, discounts on prescription drugs and rental assistance are a few ways retirees can lighten their load.

The firm has the edge in “unaided awareness”— a crucial metric in understanding a firm’s significance to the lives of potential clients.

Vesting schedules applies to the type of money, not on the exact amount that was deposited, according to an expert.

Helping clients develop a solid investment strategy is an important step to help them survive market volatility.

Younger clients who adopt an overly conservative investment approach are advised to consider diversified, low-cost equity products to boost returns.

Required minimum distributions are just one example of unforeseen expenses for retirees, an expert writes.

Early and consistent saving may not be enough to safely leave the labor force for good.

With pensions gradually disappearing, more retirees will have to rely on 401(k)s.

The decisions made before they retire are integral to their success, according to an expert.

Medical expenses for retired clients may be more predictable than expected, experts say.

Wells Fargo welcomed 22 active duty members to its corporate office as part of a corporate fellowship program.

Retirees 70 and older this year are advised to take their RMDs from 401(k) and IRA accounts as early as possible to avoid a penalty.

Seniors are advised to find new challenges in retirement, in part, to “lessen the nostalgia” for their former careers.

“If done correctly, dividend-yielding stocks are the gifts that keep on giving,” an expert says.

They “need to be thinking about guaranteed income streams” because there’s “not a lot of time for recovery,” an expert writes.

Dynasty launched a pop-up store to "cut the stress out and alleviate the headache" for advisors.

In some cases, clients are advised to pay off their debt instead of putting money aside to retire.

Younger clients are more savvy consumers who know how to minimize their expenses and are less inclined to spend on material goods, an expert says.

Major repairs are needed to ensure Social Security’s long-term stability, according to an expert.