Retirement planning

The average retiree may need to save far less than you are currently projecting.

Two in three plans offer a Roth savings feature, an option 401(k) participants should take advantage to reduce their tax liability.

Advisors want to help clients discover their "sleep well at night factor" when it comes to cash reserves, one planner says.

More retirement investors are including cryptocurrency in their portfolio because it helps them achieve diversification.

While many retirees have prepped well for whatever the economy and markets may bring, far too many others have not, an expert says.

Retirees have median savings of $839,000, but many of them are unwilling to spend away their nest egg.

Clients are advised to keep track of their financial information and have a trusted person who knows where to locate it.

As baby boomers exit the workforce, they perpetuate a problem that has long dogged Social Security in that there aren’t enough workers to replace them.

Salary-reduction arrangements can exclude up to $520 each month from a client’s taxable income to cover these expenses.

It's not easy to talk about health and sickness with clients, but advisors must explain the options.