Retirement planning

Your clients have worked long and hard their entire adult lives to secure a comfortable retirement, so make certain they don't make one of the most common mistakes as they contemplate their options.

Here's how financial advisors recommend helping a client who feels in danger of losing their sense of purpose or identity when entering retirement.

What happens when a client loses their sense of purpose and identity when they choose to retire?

Unsurprisingly, six of the top 10 costliest destinations are in California.

By blending empathy, pragmatism, prompt action and effective communication, financial planners can have an outsized impact on clients with dementia and their families.

These hybrid securities blend a bond and a derivative and are customizable to clients' savings needs.

Even — or especially — for financial planners, retiring isn't easy. Here's how to let go of the business and embrace what comes next.

Wealth managers typically focus on other people's retirement plans. But how do they want to spend their own golden years?

If that prediction holds, it will be the latest in a trend of falling cost of living adjustments in recent years.

GYL Financial sees the services as a fiduciary duty to its customers alongside the industry's business incentives and compliance requirements.