Retirement planning

To avoid a hefty tax bill when taking withdrawals from retirement accounts, clients should consider holding their assets in three "tax buckets.”

Some may be afraid to deploy cash into stocks now because they think the market will tank sooner rather than later.

Clients who want to make their retirement portfolio resilient to market volatility should veer away from core stock and bond holdings.

Investments as a percentage of HSA assets are growing, but advisors should give clients a complete picture of risks and rewards.

A social media firestorm over how much 30-somethings should save for retirement highlights the gap between what they need from wealth management and what they are offered.

Historical simulations show that the value of investing in these accounts is getting an average of 1.7% in additional earnings.

Advisors should coach their clients not only on their finances, but on health care options, as well.

For most of his life, this finance veteran was a DIY investor. Here’s how a millennial advisor persuaded him to change his ways.

Wealth management allows veterans the chance to help each other in a meaningful way.

"I'm not right for you," along with other surprising things I tell clients.

Investment advisors and broker dealers have different “relationship models” with clients, the chairman says.

The ruling scuttles the state AGs' bid to win reconsideration of the DoL’s regulation.

The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.

What should advisors expect from the upcoming regulation?

The platform provider is pushing the concept hard, but early reviews are mixed.

Filing for Social Security can be a wrong move if seniors are still employed and earning a wage income.

Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs.

The number of clients owning taxable brokerage accounts has increased 10 percentage points over the past five years, while ownership of employer-sponsored plans remained unchanged.

As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.

Some are forced to retire early because of disability, layoff and health issues, while others fear that the program will reduce future benefit payouts as a result of its financial woes.