Retirement planning

To make sure that clients don’t outlive their savings, use this tactic.

Be careful with Social Security and Medicare. Missteps can hurt client relationships.

Advisers can help with a mortgage strategy and squeezing out equity.

Advisers can help with a mortgage strategy and squeezing out equity.

Out of favor for a while, this strategy also offers a chance to boost income.

Out of favor for a while, this strategy also offers a chance to boost income.

Timing can be fine-tuned at the end, but put a plan in place years in advance.

Timing can be fine-tuned at the end, but put a plan in place years in advance.

Help retirees assemble the puzzle pieces if their plan includes homes in two or more states.

Very few retirees have incomes that equal 70% of what they earned in their working years.

Life after the working years may offer the time needed for lots of leisure activities, but many people aren’t prepared to pay for it.

Higher income may prevent retirees from qualifying for certain assistance programs because of income thresholds; plus, where retirees are moving and why.

For Vanguard founder John Bogle, the "tyranny of compounding costs" makes the difference between investors who win and others who lose.

Retirement may begin with a choice between starting benefits or taking distributions.

Buying a home is generally considered better than renting, but some retirees may find the opposite is true in their situations.

A deep dive into millennial's financial habits shows a stark generational difference from boomers when it comes to leaving the nest.

Baby boomers have not considered how they will pay the cost of enjoying their time in retirement, according to a new study from Merrill Lynch and research firm Age Wave.

Those still accumulating for retirement can also be affected but there are some important caveats, explains Michael Kitces.

A typical fund with an expense ratio of 0.75% will set a young investor back by nearly a half million dollars over the span of 40 years; plus, the portfolio strategy your clients need before and during retirement.