Retirement planning

Now harsh penalties and taxes on late 60-day rollovers from company plans and IRAs can be avoided, but beware: There are some rollover mistakes that still cannot be fixed.

Buffalo, N.Y., is one of five cities where retirees who rely solely on Social Security for income can live comfortably.

High-yielding investments come with a significant risk, as exemplified by ETFs that own energy-focused master limited partnerships.

Time, talent, terms and treasure should be on the checklist of those planners exiting the business.

When more clients live ever longer lives, what's an adviser to do?

Investors should understand that market volatility will remain a risk to their portfolio, and investing in low-volatility funds does not guarantee protection.

Positive psychology might be the key to determining just what a client needs.

Advisers can – and should – do more to help clients guard against messy inheritance fights, an attorney says.

Investors should rebalance their portfolio, consider investing in foreign markets and avoid trendy ways to minimize risk. Find out what they shouldn’t do.

The surge of women in the workforce in the 1970s and 1980s means that they have job skills, connections and careers that they can continue to pursue, says Ben Steverman.