Retirement planning

Unsurprisingly, six of the top 10 costliest destinations are in California.

By blending empathy, pragmatism, prompt action and effective communication, financial planners can have an outsized impact on clients with dementia and their families.

These hybrid securities blend a bond and a derivative and are customizable to clients' savings needs.

Wealth managers typically focus on other people's retirement plans. But how do they want to spend their own golden years?

Even — or especially — for financial planners, retiring isn't easy. Here's how to let go of the business and embrace what comes next.

If that prediction holds, it will be the latest in a trend of falling cost of living adjustments in recent years.

GYL Financial sees the services as a fiduciary duty to its customers alongside the industry's business incentives and compliance requirements.

New advisor tech provider is expanding its recently launched platform built for advisors to manage portfolios specifically for private business owners.

Financial advisors can create welcoming spaces, understand family structures, be thorough with paperwork and maximize savings.

Here's a smart way to add long-lasting value to your client relationships.

For more than half of U.S. households, retirement isn't a finish line. It's just a different phase of the marathon.

The 2022 retirement law aims to help workers pay off their student debts and save for retirement. Can it do both? It's complicated.

There's a new method of counting defined contribution retirement plan participants that can make a big difference for clients.

Wealth managers often plan as if their clients will live to age 95 — but few Americans do. New research suggests a different approach.

There's a difference between advising a client on a decision and making the decision for them. What happens when the client demands the latter?

Many factors can influence the timing of a person's retirement, but new research shows nothing comes close to health problems.

Only 46% of Americans now say they expect to work full-time after age 62 — the lowest percentage in a decade.

Social Security is still drifting toward insolvency, according to the program's board of trustees. Here's how to reassure worried retirement savers.

As Congress battles over shutdowns, Social Security's staff has dwindled to its smallest size in decades. For retirees, that means longer wait times and delayed benefits — but advisors can help.

The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.