Retirement planning

Compliance with the fiduciary rule is both essential and complicated.

Why timing is so important for college graduates when making contributions to the 401(k) plans where they work.

In his underdog bid in North Carolina, Andy Millard says he's fighting big Wall Street money: "The financial consumer is not well represented in Congress."

Retirees who used a 4% withdrawal rate on a portfolio with a 50/50 asset allocation have retained 67.5% of their wealth 16 years out.

10 financial planning tips and strategies for planners to help same-sex couples.

Spousal and survivor benefits have become outdated and no longer address the needs of today's families given divorce rates and the number of single households.

While a stock-first withdrawal approach is viewed as a prudent way for retirees to tap into their retirement accounts, advisers should not readily recommend this strategy.

Retirees may receive no increase in benefits in 2017, as the Social Security Trust Fund says that the cost-of-living-adjustment could range between zero to .7%.

Congress can help by creating a law that will enable states and local governments to lower the benefits they promise their employees.

An expert agreed that an investor in their 20s doesn't need to worry too much about bonds, but in some situations a fixed-income "sliver" may make sense.

Gloom and doom do little to motivate clients to save for their post-work life.

Last election, the sky was falling but the markets handed in a good performance the next year.

Eliminating the tax maximum would fix much of the program's shortfall, but it could also bring unintended consequences.

Even people who have not earned 40 work credits can still sign up for the program but will have to pay a premium for hospital coverage.

Small business owners can win when planners use a stacked-pension approach for 401(k) retirement planning, says Joe Gordon of Gordon Asset Management.

The top cities for elders who plan to work past their retirement age are ranked according to factors such as average effective tax rate and senior unemployment rate.

Although market volatility makes stocks a risky investment option, retirement investors should continue to hold stocks in their portfolio.

Help clients choose investment wrappers that increase returns. Plus, comparing the advantages of rental homes against home ownership.

The goal is to help some 55 million employees with no access to workplace retirement plans.