Retirement planning

Many Americans make the mistake of tapping their home value for immediate financial issues instead of using it to help fund their retirement.

Compliance with the fiduciary rule is both essential and complicated.

Why timing is so important for college graduates when making contributions to the 401(k) plans where they work.

In his underdog bid in North Carolina, Andy Millard says he's fighting big Wall Street money: "The financial consumer is not well represented in Congress."

Retirees who used a 4% withdrawal rate on a portfolio with a 50/50 asset allocation have retained 67.5% of their wealth 16 years out.

10 financial planning tips and strategies for planners to help same-sex couples.

Spousal and survivor benefits have become outdated and no longer address the needs of today's families given divorce rates and the number of single households.

While a stock-first withdrawal approach is viewed as a prudent way for retirees to tap into their retirement accounts, advisers should not readily recommend this strategy.

Retirees may receive no increase in benefits in 2017, as the Social Security Trust Fund says that the cost-of-living-adjustment could range between zero to .7%.