Retirement planning

New research from the National Council on Aging found that wealth plays a major role in longevity, a factor financial advisors say can dramatically alter retirement plans.

Business owners often can't rely on standard retirement strategies. Advisors explain how goal-setting, diversification and exit planning can secure their financial future.

Rising costs and competing financial priorities are making it harder for younger workers to save for retirement. Goldman Sachs highlights six strategies to help clients get on track without simply "saving more."

Starting in 2026, high earners over the age of 50 must make 401(k) catch-ups after-tax. Savers may not be celebrating, but advisors say the shift will benefit them over the long term.

Tips and tricks on building a successful niche. This week, Eric Franklin of Prospero Wealth on financial planning for tech executives and how he reverse engineered a customized clientele.

Even with the money to retire early, FIRE clients often face unexpected challenges. Advisors say mindset — more than finances — is often the real hurdle.

At 50, a Seattle-based financial professional has the means to retire by 60. Advisors say the plan is realistic, but one significant challenge stands out.

New Fidelity research shows a surge in plan sponsors offering financial wellness programs that could overlap with traditional advisor services, raising questions about future roles.

New Fidelity research reveals how university professors approach retirement differently, offering key insights for financial advisors.

A vast majority of plan sponsors say that actively managed funds can beat the market, according to a new BlackRock survey. Research suggests otherwise.

Older Americans hold a higher allocation of stocks than they would like, according to the Center for Retirement Research. Researchers say that could be a positive, though not all advisors agree.

The Milliman 2025 Retiree Health Cost Index reveals that a 65-year-old couple may need up to $388,000 for medical expenses in retirement.

With retirement pressures mounting, Gen Xers and baby boomers are increasing IRA contributions in a bid to catch up, according to a new Fidelity study.

Rising health care and long-term care costs are reshaping retirement planning. Advisors need to know how the landscape is shifting for retirees.

From aggressive tax strategies to early retirement, well-intentioned decisions can unintentionally reduce Social Security benefits. Advisors highlight four major pitfalls that can impact clients' retirement income.

Trump's One Big Beautiful Bill Act opened HSA access to millions, but big gaps remain. Here's what financial advisors need to know.

A new bipartisan bill has the potential to significantly decrease the number of retirees who deplete their savings due to long-term care expenses, according to Morningstar researchers.

Seventeen Democratic state officials urged major asset managers to prioritize long-term risks like climate change, rejecting Republican efforts to curb ESG investing.

Customer satisfaction with Medicare Advantage plans is down, according to a new survey from J.D. Power. But some financial advisors say zero-premium plans remain a lifeline for cash-strapped seniors.

Retired women find themselves leaning on Social Security as a primary source of income at greater rates than men, according to new research from the Transamerica Institute. Financial advisors say that has significant implications for retirement planning.