Investment insights

Long-term-care insurance could be bought using people's 401(k) funds and should impose no penalty for early withdrawals, say experts at the Bipartisan Policy Center.

Maintaining a diversified investment portfolio is one way for baby boomers to prepare for their retirement; plus, planning tips for older divorcees.

Very few retirees have incomes that equal 70% of what they earned in their working years.

Life after the working years may offer the time needed for lots of leisure activities, but many people aren’t prepared to pay for it.

Funds built with these tax-advantaged bonds resulted in strong returns in recent years – and even no fees in a few cases.

Higher income may prevent retirees from qualifying for certain assistance programs because of income thresholds; plus, where retirees are moving and why.

Rates have been on hold amid market volatility and a slowdown in U.S. growth.

Funds targeting the industry's youngest retirement investors often take the most aggressive allocation strategies – which had the best five-year returns?

A deep dive into millennial's financial habits shows a stark generational difference from boomers when it comes to leaving the nest.

A typical fund with an expense ratio of 0.75% will set a young investor back by nearly a half million dollars over the span of 40 years; plus, the portfolio strategy your clients need before and during retirement.

Excess cash and over concentration in specific assets can lead to trouble.

Which funds that are approaching their target year have had the best five-year returns?

How working longer can help elderly clients overcome a retirement benefit shortfall; plus, why basing a client's retirement plan on inheritance is a grave mistake.

Investors often think their time and savings are running out and micromanage their investments despite having hired a financial adviser.

Nearly four decades after adopting passive investing techniques, Vanguard's founder finally sees the approach pay off; plus, Social Security filing tactics your clients need to consider.

Who benefits from a new law that allows retirees to make donations to charities directly from their IRAs? Plus, retirement challenges even millennials with 401(k)s will face.

Here’s how to counteract your clients’ tendency to buy and sell securities at just the wrong time.

A look at which months typically produce the best long-term results for different asset classes.

Why seniors and physicians must overcome their fears of discussing end-of-life care; plus, how to plan for a client's retirement in their 60s.