Retirement planning

A recent study has found that the number of people who overestimate how savvy they are has grown.

Financial advisors and other experts offer their tips for preparing a nest egg, whether retirement is months, years or decades away.

TDFs have successfully nudged more Americans into the stock market, Allison Schrager writes, but they also have a major weakness that inflation is bringing to light.

Total annuity sales in the second quarter reached $77.5 billion, by some measures the highest ever recorded.

A spousal IRA offers a way to stay on track for a healthy retirement. Yet many people don’t know it exists.

Everyone hopes to retire in good health, but a new study shows just a small minority of people do so. It pays to plan ahead.

According to a new study, boomers are likely to deplete their savings much faster than previous generations — but advisors can still help.

A new study says millennials should only expect 80% of their projected benefits, but there are ways to make up for the shortfall.

From childhood memories to "finish lines," advisors can learn a lot about how their clients think about money.

A new bill taking shape in Congress is full of popular ideas and backed by both parties. But some experts say it doesn’t go far enough.

A new study shows LGBTQ Americans are strikingly less ready for retirement than other groups, leaving them in need of help but not sure where to find it.

Witnesses described massive problems with communication systems and staffing levels at a Congressional hearing. It’s unclear whether the problems will be solved anytime soon.

Proposed regulations provide the best window into the IRS’s current thinking on a variety of issues to date.

An Ameriprise advisor and the head of its employee brokerage share their thoughts on building the next generation of talent.

The service lifted the limit from $19,500 as part of its annual inflation adjustments.

There is little doubt that growing and protecting wealth is a critical pillar in everyone's financial plan. But what about maintaining and improving your health?

With banks and the Federal Reserve now eyeing more lasting inflation, many financial advisors are adjusting things for their clients.

The wealth management business is undergoing considerable transformation. The pandemic has created a new breed of investors, with distinct expectations and tastes formed by new technology and having lived through the financial crisis.