Risk management

The challenge for Tim Buckley isn’t just managing growth. It’s ensuring they can keep investors’ feet on the ground.

Clients ask: "Will I run out of money?" Here’s how planners can confidently tell them "no." Like every approach, however, there are a few drawbacks.

Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.

Medicare Part B premiums will stay flat next year, but most retirees will still pay more.

The strategy could provide lifelong cash flow by trimming longevity risk.

Conventional wisdom is that 60/40 portfolio is highly effective. But there could be a better way to accompany large-cap U.S. stocks than U.S. bonds.

Under the rules, seniors face a tax liability for HSA contributions if they carry health coverage other than the high-deductible policy.

The Roth 401(k) is more flexible than a Roth IRA, and it is funded with after-tax dollars, which can help "diffuse the potential tax bomb."

Clients — even some advisors — overreact to market losses. Are they on to something?