Retirement planning

Experts say that clients should wait to collect benefits from Social Security. But there is actually an exception. And it has to do with the relationship between Social Security and Medicare.

Are you steadfastly relying on the estimates provided by Social Security? Are you 59 years old and about to get married for the second time? There is a lot of misunderstanding about Social Security, but today's tips could help clients down the road.

In conjunction with America Saves Week, new website presents consumers with online resources to assess their retirement savings.

Are your clients planning to use Social Security? If they’re not, it’s probably because they do not know enough about it. You should be the one to start this conversation.

Question marks remain when it comes to Social Security, but client over the age of 40 will see Social Security as an important source of retirement income. So advisors must take steps now to help their clients.

Even while the big picture has some question marks, suffice it to say that any client over the age of 40 will see Social Security as an important source of retirement income. So advisors can take steps now to help their current clients.

Charles Schwab Corporation continues to tout low fees with the announcement of first-year results for Schwab Index Advantage.

In 2010, U.S. households headed by seniors older than 75 carried an average of $27,409 in debt, up from $13,665 in 2007.

Charles Schwab Corporation continues to tout low fees with the announcement of first-year results for Schwab Index Advantage.

Social Security will play a critical role in the retirement income for mass affluent investors. But how can advisors help clients think about Social Security in a strategic way?

There is a lot of misinformation and misconceptions about Social Security. With the right knowledge, you’ll be able to help your clients as they struggle with their own fears of outliving their money.

The most vulnerable groups were singles, households with no pensions, African-Americans and Hispanics.

After less than a year of striking out on its own, Pyxis Capital is right back to where it started.

T. Rowe Price has made an addition to its Defined Contribution Investment Only team hoping to continue its momentum in the retirement space.

More than half of Gen X and Gen Y consumers in the U.S. admit having little or no knowledge about investments and financial products, according to a LIMRA study.

Target-date funds have an “implicit guarantee” to deliver a particular return by a particular time. Are the funds being marketed responsibly?

Even as Americans struggle to save, with more than four in 10 living from paycheck-to-paycheck and eight percent who say they don’t earn enough each month to pay for essentials, most are confident in their ability to manage their personal finances, according to a recent survey by Allstate.

Married Baby Boomers are much more likely to have retirement savings and a retirement goal than their single friends.

Total HSA accounts rose by 22% last year, to more than 8.2 million, while assets picked up by 27%, to $15.5 billion.