Retirement planning

The U.S. Supreme Court issued a decision that could have far-reaching implications for how long a retirement plan participant has to sue an employer for breach of fiduciary duty in a 401(k) plan.

Even taxpayers with professional help can make significant mistakes. See the three failures that tripped up one taxpayer.

There's more ways for the mutual fund industry to cut costs, says Bill McNabb, chief executive officer and chairman of Vanguard.

All types of care -- in-home care, adult day care, and facilities-based care -- are getting more expensive. But not all costs are rising at the same rate. See the latest data.

In the case of the millennials, their experience with the financial sector includes the unifying themes of volatility, crisis and scandal.

There are four main types of powers of attorney and older clients must be sure to have the right one in place.

Many potential clients don't understand how a good advisor can help them meet their financial goals. These key questions can lay a foundation for a relationship.

With comprehensive planning, hopefully this won’t happen. But if it seems like it might, how can planners help clients who’ve gone broke or are about to?

Planners and clients should determine whether the high premiums on stand-alone policies provide benefits that are worth the price -- and whether coverage provided by riders on life insurance policies is sufficient.

In many states, planners are now required to report if they suspect their clients are suffering abuse.

The common experiences of this younger generation makes them a different type of client than the traditional U.S. investors.

One firm offers individuals who lack LTC policies, but still have life insurance, an alternative method to pay for care.

You're a financial advisor, not a doctor, but if you're advising older clients, you need to be able to spot cognitive declines.

For the first time, more than half of all 401(k) contributions will go into target-date funds, research firm Cerulli Associates estimates. It projects the assets in target-date funds to hit $2 trillion by 2019.

With a spousal-sharing rider, couples are betting that they won't both need LTC at the same time.

Maximizing savings in tax-deferred accounts may lead to an abrupt increase later in both income and income taxes. Here are a couple of ways to help clients steer clear.

Helping older clients understand that it would be wise to change their place of residence is a knotty and sensitive task.

The financial industry and the White House are gearing up for a fresh battle this spring over investment advice for retirement savings.

Long-term care costs are rising steadily nationwide, but the costs vary significantly across the country, within each state and by the type of care needed.

By overlooking the federal program, advisors may be skewing asset allocations of their clients' retirement portfolios.