Baby Boomers

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.

When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.

Advisors are just one tool in the box.

It may be time to update your salary strategy to encourage better performance and attract promising job candidates.

The most important consideration is that clients are able to complete the 35-year work period because benefits are based on the 35 highest-paid years from their careers.

Behavioral economics, essentially a combination of economics and psychology, is tailor-made to help straighten irrational decisions when it comes to portfolio construction.

Married couples should account for the impact of death on the surviving spouse, and factor in the hefty cost of health care.

A new report indicates that projected medical expenses of a 45-year old couple, after they retire, will be 122% of their total Social Security benefits.

Wealthy retirees live longer and collect more Social Security compared to those in lower income groups, making the program less progressive, a study found.

Here’s one reason why beneficiaries should consider setting up a life estate.

10 planning strategies from analysts and experts.

A couple who expects to earn a bigger income in the future is advised to convert part of their IRA into a Roth now while they are in a lower tax bracket.

Here’s how to decide whether your client should select the traditional or Roth IRA to put away for retirement and boost their savings.

Advisers might want to steer their practices away from doctors and toward millennials.

Accommodating work arrangements are needed to attract and retain valuable talent, but they are underused in advisory offices.

Advisers are seeing clients drawing down on their assets, but there’s a solution right in front of them.

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.

Timing is everything. Are you prepared with planning advice for each stage of life?

Target-date funds can be a strong option for most retirement savers, but there are pitfalls. Some of them are relatively costly, with an average expense of about 1%. They can also get too conservative too quickly.

Best ways to bring two firms — and distinct cultures — together.