Retirees should take classes reserved only for seniors and consider taking online courses if going to school is difficult; Plus, what if clients just can't afford to fully retire?

Bennett and her firm claimed to be managing more than $2 billion in assets when the real number was no more than one-fifth of that amount, the SEC alleges.

A group of independent advisors want to show educators they have other options for managing their finances than costly products from insurance firms.

People have long been wary of buying long-term care insurance, thinking they wouldn’t live long enough to collect any benefits. But new products that address their worries and complaints may help them come around.

Advisors need to help clients avoid ‘recency bias’ — the distortions that recent, well-publicized events can bring about in their thinking.

The notion of working into one's 70s just doesn't cut it for many.

In a rapid market downturn, advisors have to suss out the motivation for wanting to sell, while remembering that, ultimately, a client's decision prevails.