Retirement planning

Retirees are advised to step back to get a better perspective and then review their asset allocation in their portfolio.

The revamped toolset includes financial planning software and fraud and identity theft protection.

Commission prioritizes retail investors as OCIE issues its must-read compliance letter.

Investors are advised to liquidate some assets or transfer them to certificates of deposit and money market funds.

I told clients they need a plan. Turns out, I needed one, too.

As long as their earnings won't exceed the limit set by the Social Security Administration, they will not lose their benefits.

Moving to a retirement community is a great option for seniors if they don't have enough support from family and friends and they have a sizeable nest egg to finance such an arrangement.

As advisors, we are supposed to be the calm in the storm for our clients — let’s make sure our messaging does that quickly and effectively.

Solid financial planning is a key component in helping demystify these government programs.

It’s time to broaden our understanding — and assessment — of risk composure.

Younger employees could be too confident in the abilities of automated retirement investment tools, study finds.

A more comprehensive approach to low-cost investing could save thousands for retirement age clients.

Clients may consider changing their business structure under the new law.

Despite questions about the hastily cobbled legislation, there's some consensus as to what advisors and their clients can do now to avoid unpleasant surprises.

A data firm and a hospital network are betting that advisors can utilize precise cost forecasts for clients' health needs.

Retirees living overseas can still claim Social Security benefits, but they must see if their country of residence requires them to have a local bank account.

Retirees should consider that state laws may differ on who may be legally recognized as a beneficiary's spouse and thus whether their partner would be entitled to spousal benefits.

While the funds are ideal for certain people, they don't address important retirement considerations, such as the cost of funding a comfortable living and a person’s savings rate.

With many private and public pensions in the red, clients are advised to look for options that will improve their prospects, such as Roth IRAs.