Employee benefits

Instead of buying one expensive car after another, clients should invest the money and let it grow. They may even be able to retire early.

High-yielding investments come with a significant risk, as exemplified by ETFs that own energy-focused master limited partnerships.

Investors should rebalance their portfolio, consider investing in foreign markets and avoid trendy ways to minimize risk. Find out what they shouldn’t do.

Retirees who opt to manage their investments are advised to streamline their portfolio maintenance into a process that they can roll out toward the year's end.

This investing move is applicable whenever market conditions call for it. Plus, a deduction that may take some of the bite out of student loans.

Despite the possibility of having a tax-advantaged health savings account, workers with high deductible health plans are less likely to see their doctors.

The odds that your clients will one day stay in an assisted living home increases 1.4% per year, starting at age 65.

Try these strategies that put off withdrawals and shrink the government's cut. Plus, the financial benefits of early retirement.

The agency also proposed a rule to permit cities to create their own savings plans.

Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.

Investors are better off having target-date funds than balanced funds as TDFs provide broader diversification and focus on minimizing risk.

Because community property law can dictate who gets an IRA after death, it must be taken into account when a client names a beneficiary.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

How to maximize government retirement income for couples, irrespective of their marital status.

Many people have the misconception that Social Security will become insolvent over the next 20 years.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

Roughly a third of American workers don’t have a retirement vehicle, says Labor Secretary Thomas Perez.

Unlike some other tax mistakes, running afoul of the once-per year rule can’t be fixed.

Unlike some other tax mistakes, running afoul of the once-per year rule can’t be fixed.