Retirement planning

As inflation cools, Social Security's annual cost-of-living adjustment is projected to decline in 2026. Seniors say the benefit bump won't be enough.

New rules will tighten identity verification for benefits, limiting phone claims to fight fraud, the Social Security Administration announced.

Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact.

Nearly 84% of U.S.-based plans have an ERISA violation, spotlighting a need for independent benchmarking audits.

Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.

A new study found that retirees spend far less than they should from certain income sources. But researchers say financial advisors can help change that.

Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case.

The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs.

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack.

Advisors using Orion Trading can now connect directly into Pontera to integrate clients' 401(k)s, 403(b)s and other held-away accounts.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

Tribal systems don't always align with federal and state laws when it comes to land ownership, inheritance and what constitutes an asset.

The law will increase benefits for millions of retirees, but it's still not clear where the added funds will come from.

The vast majority of seniors surveyed about Social Security's COLA say the number should be as much as five times higher than the government is forking over this year.

From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.

AI-driven faux-emotional chatbots pose existential questions about the future of human financial advisors.

As Americans prepare for a more crypto-friendly government, do digital currencies deserve a place in their nest eggs?

The SECURE 2.0 Act contained changes to traditional and Roth individual retirement accounts and 401(k) plans that are being phased in over several years.

Consider this host of strategies to help clients keep more of what they earn.

Health issues. Death. Politics. Some topics make for uncomfortable conversations, but financial advisors need to have them anyway.