Retirement planning

More people are taking part-time jobs providing housekeeping and other services to seniors who are living independently.

A retiree living off her portfolio suffers hundreds of dollars a year in lost income for every added basis point of fund expense ratio and advisory fees.

Many government retirement benefits are taken for granted by advisers, but still confuse clients. Here's what needs special attention.

Here’s one reason why beneficiaries should consider setting up a life estate.

Without diversifying cash flows across four key categories, retirees might be taking on too much risk, Michael Kitces writes.

Retirees who opt to defer their Social Security and pension benefits and have no taxable income may want to sell securities outside their retirement accounts.

Having gone through the lengthy and draining process, Exencial Wealth Advisors’ Michelle Scarver shares her No. 1 piece of advice for fellow planners.

Clients may want to create an account on Social Security's official website to get a good estimate of their retirement benefits.

Retirees may opt for current market valuation or their funded ratio as the basis for the allocation.

10 planning strategies from analysts and experts.

Americans aged 50 and older would pay bigger health insurance premiums under the new health care bill that cleared the House of Representatives.

For clients who can’t stand being in the red, there are investment options. There are also caveats to consider, such as relatively high costs and lower returns.

It’s better to have these conversations long before your clients need to use a policy.

If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.

Retirees are advised to find gigs that suit them and have realistic expectations about the work they do.

One adviser calls it a "fairly destructive strategy."

Advisers tend to be too optimistic about what selling the practice will mean for their golden years.

The partner who first reaches 62 should consider delaying Social Security until the age of 70, and they should continue contributing to the retired spouse’s IRA if possible.

To build a strong portfolio, investors should consider blue-chip stocks that pay high dividends.