Retirement planning

One of the misconceptions is that payroll taxes should be raised and benefits should be cut considerably to save the program.

Parents feel an uncontrollable urge to help their kids, no matter the cost to themselves. Here’s how advisors can help.

A widower wanting to claim at 64 learned he’d have to wait until full retirement age before he’d start receiving benefits.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

The court said the in-house SEC judge who handled Raymond Lucia’s case was a constitutional "officer," meaning he should have been directly appointed by the SEC.

This group racked up strong returns over a 24-year span of above-median inflation.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

One option for the higher earning spouse is to use an IRA as payment.

Many U.S. expats don’t feel they should have to pay U.S. taxes while living abroad — but do they know where it’s not required?

Some 1.4 million participants in private pension plans may be facing stiff pension cuts that could come as soon as 2028.