Retirement planning

Advise both pre-retiree and retiree clients on a strategy to minimize the tax bite.

Some clients are wary of LTC insurance that they might never need, but combos offer flexibility.

Here are not-so-common ways to help clients save more.

Why some analysts say the proposed fiduciary standard could mean fewer and more costly investment choices for clients; Plus, five money milestones for clients to hit in their 40s.

Advisors are even better than travel agents at helping retirees attain their vacation dreams.

Panel envisions a recognizable credential that would help investors distinguish between financial professionals committed to clients' best interest and those pushing products.

Adult children’s money needs can threaten retired parents’ financial security.

Chief Executive Bill Harris says data alone is not enough for financial advice.

Advisors should be aware of the pitfalls in advising clients to retire in other countries.

Studies show that those who continue working into retirement are healthier, both physically and mentally, than those who quit.

When it comes to planning for wealthy families, advisors are hung up on outdated ideas, new data shows.

A bear market near the start of retirement can speed portfolio depletion.

Advisors could get additional business consulting individual employees within MEPs.

Even those with significant health issues may never need to pay for nursing home care.

Robo advisor seeks to add a piece of the $4.6 trillion market to its business.

Deferred–tax retirement accounts’ required mandatory distributions might prompt this unwelcome scenario.

Deferred–tax retirement accounts’ required mandatory distributions might prompt this unwelcome scenario.

A group of independent advisors want to show educators they have other options for managing their finances than costly products from insurance firms.

Some think they should if it interferes with their retirement plans, but others say it isn’t their place.

Clients’ health concerns may trigger a re-assessment of retirement plans and raise a wide array of emotional and financial questions