Retirement planning

When his sons were diagnosed, this financial advisor had to learn to focus on what he could control. Now he uses those lessons in his business.

These are the best and worst places to consider based on total tax burdens.

Here’s how to prepare your clients, and your own practice, if dark days come and stay.

Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

Contract work, consulting or smaller part-time jobs can help clients reduce withdrawals early in their retirement years. But have advisors kept up with the complexities of these strategies?

Nonprofits may experience a decline in revenue as more taxpayers are expected to opt for a standard deduction this year.

Clients who buy and hold the products in their retirement accounts may get a nasty surprise, said one of the SEC’s five commissioners.

So-called opportunity zones created under the new tax law can offer clients a unique chance to save.

The anxiety is real — and so are the expenses — but the situation might not be as bad as some imagine.

The business could fetch as much as $1 billion, sources say.

People are innately drawn to be a part of something special.

Workers looking to retire comfortably are more in need of professional guidance than they realize — and there are a lot of them.

The IRS announced upward adjustments for 401(k), 403(b)s and other plans.

Deductions for alimony payments will no longer be available Dec. 31.

Working longer and delaying Social Security are some of the ways they can boost their savings after losing a large portion of retirement assets.

They’ve been waiting for things to get better — but they haven't.

Advise them to review and adjust their budget and consider getting a side hustle, a study suggests.