Retirement planning

One adviser at the Morningstar conference finds retirement assumptions being reconsidered.

Is it time to try for another target market? Or just become a generalist? Forsaking current branding and marketing should not be taken lightly.

Retirees are advised to compute how long their savings would last at specific spending rates to know how much wiggle room they have.

Women tend to outlive their spouses. At the same time, they are undersaving and underearning. How can advisers help?

Retirement savers can ward off the risk of succeeding periods of bad returns during the early part of their golden years with the right asset allocation.

Some advisers may think the regulations won’t affect them. Here’s why they’re wrong.

A new company allows Baby Boomers looking for cheap accommodation to connect with homeowners looking for trustworthy people to watch their house and pets.

One recommendation takes aim at the home loan tax deduction — in some cases.

As clients get into their fifties, they need to start looking at where they are and start ramping up their retirement and investing planning.

The decline could be attributed to poor market returns and the plans' auto enrollment feature.

Clients in their 50s need to save aggressively, pay off their mortgage and other debt, downsize and make the most of the tax breaks they deserve.

Advisers also noted a dip in their clients’ retirement savings activity after the tax filing deadline passed.

Clients planning to live in assisted living communities during retirement should know which states are pricier than others.

Acting as a fiduciary when a client decides whether to put a company’s retirement funds in an IRA involves considering these important variables.

Some private insurance companies now offer Medicare Advantage plans, which offer many of the same benefits as the coverage in Part A and Part B.

Long-term investors have nothing to fear when it comes to short-term market volatility.

A client says if he had been told he was eligible for a lump-sum payment for back benefits, he would gladly have taken it, even if it meant a reduced monthly benefit for life.

Even FINRA has loosened up about broaching the subject with older clients.

For clients considering long-term care options, a move may be appealing if they find care options in other states that can help them save down the road.

Be careful with Social Security and Medicare. Missteps can hurt client relationships.