Retirement planning

Clients want and need someone to be honest about their own experiences. If you can show some vulnerability and offer personal insights, their engagement will increase.

Data can be used to show clients in real time how big purchases undermine their portfolio planning. If my adviser had such access, would I still book that trip to Cuba?

IRA owners who aren’t sure how heirs will handle the money could name a trust as beneficiary.

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.

Retirees who opt to manage their investments are advised to streamline their portfolio maintenance into a process that they can roll out toward the year's end.

In the face of political uncertainty, planners are clinging to cash and reallocating client assets to short-term investments.

Many fear that they will feel alienated and irrelevant after they retire, become a burden to their families, or their surviving spouse will go on retirement alone.

The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.

Despite the possibility of having a tax-advantaged health savings account, workers with high deductible health plans are less likely to see their doctors.

Although parents need to save for their child's education, they should make retirement saving their top priority.

Sure, these trusts are intended to shelter a beneficiary, but a non-grantor one presents numerous tax-liability issues.