Retirement planning

Clients are advised by a panel of experts to remain calm while rates increase; Plus, clients can gain more security by ignoring a budget and saving automatically.

A widow unaware she could claim spousal benefits before claiming her own dramatically increases her retirement income, thanks to guidance from her advisor.

Retirement savers first need to decide the amount of time they have left before retiring; Plus, how clients should react to the market selloff.

Not adding a bonus to savings is just one mistake many clients make, but there are plenty of others too; Plus, clients who want to buy low and sell high need to invest when they're inclined not to.

Clients who consider buying an annuity are advised to avoid purchasing one big product and instead opt for several smaller ones; Plus, what boomers should know about required minimum distributions.

Those who truly put clients first may sometimes advocate strategies that cut their own incomes.

Client who postpone planning need to specify their fears, hopes and aspirations; Plus, helping clients avoid a 401(k) hit.

The funded status of the nation’s largest corporate defined benefit plans ended just as it did in 2014, due in large part to a rise in interest rates that were offset by a weak global stock market.

The government's myRA plan isn't enough to fix the retirement system, says an economics professor; Plus, Social Security options for single seniors.

The robo "threat" may work itself out, says one expert, but that could take a long time. Plus, it's not the only pressure bank advisors are facing. We'll offer more details on these demands in the days to come.