Retirement planning

The new law will affect how financial advisors and clients evaluate the pros and cons.

IRA investors can draw funds from their accounts tax-free if the money will be used to fund college tuition and other related costs.

The group hopes to have about 1,000 holders of its new retirement planning designation within three years.

Help clients determine not only when to retire, but if they should consider working at least part time in the early years.

Annual contribution limits for 401(k) plans have been raised to $18,500 this year, with catch-up contribution limits capped at $6,000.

Seniors looking to launch a business should consider collecting their retirement benefits early.

M&A deals have picked up pace as tech firms bring more complex products to market.

Retirees will have to change the way they file taxes under the new tax law, including making two years' worth of charitable donations every other year to exceed the standard deduction and itemize.

In a crowded robo market, firm co-founder Rob Foregger says the firm chose to focus on enterprise retirement product needs.

Clients who prefer a simple retirement investing strategy should consider a dividend stock index fund.