Investment insights

Contribution limits to 401(k) retirement plans for next year remain unchanged based on inflation adjustments made by the Treasury Department; Plus, four easy retirement plans for the self-employed.

Capital gains of up to $250,000 for individuals or $500,000 for couples will be exempted from tax, provided it was the seller's primary home for two of the previous five years.

Keep your reputation intact, and your clients on track, by telling them to expect modest stock returns in the future.

Seniors who consider filing for Social Security benefits before the end of the year to avoid a hefty increase in Medicare Part B premium next year are advised to drop their plan; Plus, eight ways to build more retirement wealth.

Retirees are better off having an immediate annuity than other kinds of annuities, which charge hefty fees and early withdrawal penalties; Plus, 12 common IRA mistakes to avoid.

Visualization can help clients address imminent risks to their retirement by allowing them to answer questions that contribute to making sound financial decisions; Plus, eight money moves your clients should make before retirement.

Clients are advised against trying to time the market or overreacting to speculation and media reports; Plus, millennials can't wait to pay off debt but many worry they don't earn enough.

This strategy allows clients to buy more shares over time, but it also can reinforce jitters if they're nervous about market declines; Plus, how clients can avoid Medicare Part-B increases next year.

Federal Reserve Bank of New York President William C. Dudley said he expects the U.S. central bank to raise interest rates by December, while cautioning that this was not a pledge to action and will depend on the economy staying on track.

Long-term investors should take advantage of stock volatility, rather than immediately sell stocks and turn to bonds; Plus, how to make sure your clients' adult children retire well.

Apart from retirement savings, home equity is another source of wealth that Americans can use to help fund retirement; Plus, why your retirement could cost you an extra $25,000.

A 65-year-old male with a long-term care insurance policy has a 32% chance of letting the coverage lapse before he dies, with his female counterpart having a 38% chance of doing the same; Plus, relocating overseas to avoid hefty health-related expenses.

An 80-year-old client will be better off keeping 70% of her investment portfolio in stocks if her Social Security benefits and pension payments are enough to cover her needs; Plus, can robots close the retirement savings gap?

If second-guessing has begun, consider why you initially recommended the stock---that reason can still be valid even if prices are falling.

Defined contribution plan sponsors cannot track the owners of between 2.8 million and 4.8 million retirement accounts or 5% of the total number of accounts; Plus, why a solo 401(k) could be the best way to save for retirement.

Many retirees fail to boost savings after their last child leaves the house, and instead go on a spending spree that can last for years; Plus, how to make volatility work for you.

Advisor Hugh Johnson has a simple focus: provide near-market performance with less volatility and risk.

Help clients understand that temporary losers in a volatile market are just that: temporary.

While the market is beyond anybody's control, clients can take steps to mitigate the impact of volatility on their portfolios; Plus, the biggest reason workers don't save enough for retirement.

Nearly half of respondents to a survey said they were “very or somewhat knowledgeable,” but failed to adequately answer questions about the rules; Plus, 3 reason to rethink your retirement.