Retirement planning

New solutions offer plenty of features but lack focus.

Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.

Clients, particularly those who are nearing retirement, might be drawn to these 12 cities, but the combination of housing costs, local wages and other market forces is making home purchasing power disappear.

The number of health savings accounts has increased 16% over the past year, and assets now exceed $40 billion.

The government should promote universal access to retirement savings and give Americans more options for the spend-down phase of retirement, according to the study.

One option for clients to consider is municipal bonds, which offer tax-free yields.

Contributing to a retirement account while paying off student debt is a way for clients to see that compound interest can work for them.

Although retirees need to protect their savings to avoid losing money, extreme aversion to loss could do more harm than good.

Advisors with clients opting to stay in more expensive states need to be prepared to help them with those costs.

An average 50-year-old woman in New York should begin socking away 49% of her income to her retirement account to live comfortably in her golden years, according to UBS study.

If a family contributes approximately $6,000 per year to an HSA, compounded at 6% growth for 20 years, that's $234,000 at retirement, says expert.

Retirees can change their Part D prescription-drug plans, Advantage plans, and/or switch from traditional Medicare to Medicare Advantage during open enrollment, which ends December 7.

Borrowing against the value of one’s 401(k) is a great way to ride out a low-yield environment, right? Think again.

Oct. 16: Analysts say new products filling the void may reverse the trend.

The average recipient will receive $25 more a month in 2018.

About 28% of seniors polled by Nationwide claimed that their lives worsened after they retired.

The annual cost-of-living adjustment could increase by as much as 2% due to inflation spurred by recent hurricanes.

The strategy delivers good returns while addressing clients’ fears, if executed properly.

Social Security, pension type, and education are factors that have contributed to the rise in the retirement age since the mid-1980s.