Retirement planning

With millennial and Gen Z clients expected to have longer lives than their parents, securing an effective retirement horizon can have its challenges.

A buy-sell agreement should be a priority for almost any practice, no matter the age of the founder or owner.

Just 27% say they expect to have saved enough by the time they retire.

Plans can quickly deteriorate as a result of poor planning and inaccurate assumptions about the future.

Certain locations can help clients maintain their lifestyles — or even improve them.

The potential move would follow Vanguard's pilot run of a new digital-only platform tailored to retail clients.

The $42 billion RIA buys a low-fee 401 (k) provider.

Savings in mutual funds, annuities and other products from banks are not covered by insurance.

“If retention is an important factor for an employer, financial wellness is quite worth the investment,” one benefits consultant says.

To bridge the gap between employer coverage and Medicare eligibility, retirees face a number of daunting choices.