Retirement planning

From tax concerns to investing opportunities, there are a surprising number of benefits to claiming on the earlier side.

Advisors should focus on investments that add income prudently while steering clear of high yield.

Retirees get the most out of Social Security if they file at age 70. But according to new research, only 10% of Americans wait that long.

Even amid high inflation and an uneven stock market, millions of Americans still strive for FIRE — "financial independence, retire early." But to keep the dream alive, they've had to change it.

The Internal Revenue Service is giving people until 2026 to comply with a new requirement for Roth catch-up contributions.

Americans owe over $1.6 trillion on federal student loans, and repayment starts this fall. There are options for blunting the burden on clients.

Kostiantyn and Kseniia Dmitriiev survived the war in Ukraine. Can they survive the U.S. economy?

Caregiving will touch the lives of many wealth management clients, but its financial and emotional costs can overwhelm. Here's how advisors can help.

It's too soon to know whether 2022 was truly an aberration for bonds or a sign of things to come.