Retirement planning

The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.

From estate planning to Medicare advice, financial advisors can offer serious value in the coming year.

They're only 11% of the population, but older baby boomers have accumulated over $14 trillion in additional net worth since the end of 2019.

The deal follows several others in the past 12 months and reflects growing demand for retirement plan services to small businesses, Edelman said.

Younger clients need help managing multiple competing goals and remembering to save for their golden years, a study shows.

A new study from Envestnet and The Center for Generational Kinetics looks at the divergent mindsets, concerns and preferences of high earners across generations.

More working Americans have a health savings account, but many are not using them to their fullest potential.

Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them.

By combining strategic queries with compassion and empathy, financial advisors can convey the message that older clients' legitimate fears around loss are understood.

Baby boomers may be wealthier, but millennials have benefited from a number of retirement reforms, new research shows — and they still have more time to save.

Americans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the holidays.

Financial planners and advisors must ensure that their clients have the necessary funds to meet whatever health challenges advancing age may bring.

Medicare is a minefield of deadlines, penalties and the potential for disastrous mistakes. Here's how wealth managers can guide their clients to safety.

The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line.

The wealthtech firm joins forces with Empower to launch a new 401(k) solution for advisors called Envestnet Retire Complete.

Should a young saver put more in his 401(k) or strike out on his own? The active vs. passive investing debate comes to retirement.

Baby boomers tend to be viewed as one group. But thanks to the Great Recession, younger boomers have had a much harder time saving for retirement.

The service issued its annual adjustments for retirement plans, with some reflecting changes in the SECURE 2.0 Act.