Retirement planning

Longer lifespans mean a big shift in planning -- particularly for female clients.

Retirees who have been government workers or whose spouses have been government workers may be in for a surprise when they file for Social Security retirement benefits.

A new study identifies the most expensive markets in the country for long-term care based on average nursing home costs.

A new study identifies the most expensive markets in the country for long-term care. Click through to see the top 10 most expensive cities based on average nursing home costs.

After a Tax Court decision, a major change in IRS guidance will affect clients with multiple retirement accounts. Here's what advisors need to know.

A new study, backed by the industry, says the DoL's new rules could leave millions of workers without retirement advice.

Advisors can help clients navigate the actuarial calculation of matching a savings and withdrawal plan with a projected life expectancy.

Despite an uptick in savings rates, baby boomers are feeling more worried about their prospects for retiring securely, with a quarter of those polled saying they've postponed their retirement plans in the past year, a new study shows.

Younger investors have eight times more money in Roth IRAs than traditional IRAs, according to one recent report.

Head of LPL's Advisor Services' departure 'not related to company performance,' according to a company statement.

Beset by a graying workforce, an aging clientele and a shortage of young talent, the wealth management industry is at long last changing course.

Many investors hesitate to talk about money even though they're more concerned about their financial health than their physical health-here's how to get them talking.

(Bloomberg) -- U.S. public pension-fund assets grew by 4.2 percent in the last three months of 2013, boosted by stock market gains, the Census Bureau reported. Assets of the 100 largest public-worker retirement plans climbed to $3.19 trillion by the end of December, up $129.9 billion from September, the bureau said yesterday. The gains pushed holdings to the highest level since the government began tracking the data in 1968. …

As they prepare for retirement, senior advisors can help young planners become competent and confident financial advisors.

While headlines suggest that the Social Security system is running deficits, the truth is a bit more nuanced. For one thing, investment income is often ignored.

Firms in the self-serve channel that can "combine delivery mechanisms" will be a "smart bet" going forward," predicts Tiburon managing partner Chip Roame.

This Social Security strategy can be beneficial for married clients, but has a unique opportunity for singles, too. Make sure you understand the rules.

Low-deductible plans have thrived under Obamacare -- offering new tax strategies for both clients and advisors.

As more people live into their 100s -- and as families in which four or five generations overlap become commonplace -- some core elements of financial planning need to change, says one longevity specialist.