Retirement planning

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.

The right debt strategy can help clients make better decisions with capital allocations.

The products protect clients against losses, but significant caveats emerge in the fine print.

Despite a sales dropoff, experts forecast growth from product innovation and latent demand.

The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.

To connect with prospective clients, an advisor tried offering presentations and lectures. He found what was looking for — and more — when he went back to school.

Advisors are offered new automated tools to help clients manage a life after work.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.