Retirement planning

3 viable options for under-65 clients trying to bridge the gap between quitting work and Medicare.

A multi-year study shows where and how advisors can focus on growing on their own as dealmaking slows.

Signed into law last December and now partly in force, the sweeping retirement overhaul package presents new planning opportunities for millions of Americans and financial advisors.

A 401(k) feature called auto-portability could save Americans trillions of dollars. Why isn't it more common?

With bond prices plunging at the same time as stocks, can government securities still act as a hedge?

For annuities, 2023 got off to an extraordinarily strong start. In the first quarter, the insurance products reached a record-breaking $92.9 billion in sales.

Women's wealth is growing faster than ever. But the finance industry is not keeping pace with the wealth transfer, leaving potential clients behind.

A full quarter of American workers cut back on their retirement savings last year, and 12% stopped saving altogether.

Treating the financial plan as an end product instead of a first chapter can impede portfolio performance and erode trust.

Auto-enrollment is helping Gen Z Americans save much more actively than the 20-somethings of yesteryear.