Retirement planning

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.

One of the largest RIAs in the country is adding another purchase to its hot streak of acquisitions, which included the former United Capital from Goldman Sachs.

High interest rates and a wobbly stock market continued to fuel the Great Annuity Boom this past summer.

Beneficiaries and retirement account owners born in 1951 in particular may be in luck.

The CRPC is a popular sister certification of the CFP. FP spoke with the program's head and with advisors who say it's a must-have credential for retirement planning.

The rapidly rising cost of medicine is leaving inflation in the dust, new research shows. Here's how advisors can help retirees cope.

Overall, customers expressed greater satisfaction with their retirement plans' websites and mobile apps this year, but experts say there's still much room for improvement.

Americans over age 60 reportedly lose $28.3 billion each year to fraud. The problem may be even worse than advisors thought, a new study says.

Financial advisor Frank Legan discusses his debut book and what industry peers can learn from his two decades of working closely with clients.

Even the markets' recovery this year wasn't enough to improve working Americans' retirement prospects, a new study found.

In terms of cost of living and quality of life, researchers say these are the five best places to spend one's golden years — and none of them are in Florida.