Social Security

It's important to categorize necessary and discretionary expenses, but advisors need to know how clients are defining them.

Over the last four decades, the average income of retiree households significantly outpaced those still in the workforce.

Despite an environment of, “Hey, go figure it out,” there are ways advisors can properly prepare clients, In|Vest attendees are told.

Before saving for retirement, young investors are advised to pay down high-interest debts and build an emergency fund, an expert says.

If passed, non-spouse heirs would be required to drain assets within 10 years after the owner’s death.

Clients have to increase their risk exposure to ensure they don’t outlive their savings.

Which is better? An SEP plan or solo 401(k)?

Clients won't be taxed as the result of a deal if they hold the shares in ETFs or index mutual funds.

Those with 1099 income have several tax-advantaged options.

The property should allow them to live close to their loved ones and fit their financial plan, according to a CFP.