Paola Peralta

Proactive measures, like rethinking the index used to assess seniors’ cost of living, may be called for.

The change, the regulator says, will facilitate greater competition and innovation in the ETF marketplace, leading to more choice for investors.

Investing in tax-advantaged accounts and automating contributions are a few strategies that could help.

The market information giant provides financial data and infrastructure to more than 40,000 institutions in over 190 countries.

The right toolkit can help clients accomplish their dreams and ease the financial burden on their loved ones.

Among the honors this year by NICSA are awards for operational excellence, and advances in product development and technology.

Students can always borrow money for school, but there are no "retirement loans" available for clients to use to fund life after work, a CFP writes.

Paying down debt, downsizing and reducing spending are a few ways retirees can grow their finances.

Clients should think of the years as empty buckets and keep the amount of income into each bucket level per year.

To build their wealth, retirement savers are advised to take advantage of tax-advantaged plans including 401(k)s and IRAs.

With millennial and Gen Z clients expected to have longer lives than their parents, securing an effective retirement horizon can have its challenges.

The team, featuring three industry veterans, has opened a new Washington office.

Just 27% say they expect to have saved enough by the time they retire.

Plans can quickly deteriorate as a result of poor planning and inaccurate assumptions about the future.

Certain locations can help clients maintain their lifestyles — or even improve them.

Pre-retirees expect their annual health-related expenses to top $7,000 once retired, however the actual cost can be much more.

Cash flow has subsided and market conditions have changed since the fund was closed to most new accounts in 2016.

Savings in mutual funds, annuities and other products from banks are not covered by insurance.

Nearly three in four defer medical treatment, get suboptimal care to avoid deductibles or skip appointments to sidestep a bill.

Of the six finalists at the fourth annual XY Planning Network fintech competition, half focused on addressing concerns of younger investors.