Financial wellness

Virginia and Colorado are among the most-appealing locations for retirees to spend their golden years, due in part to top scores in affordability, health-related factors and overall quality of life.

There really is such a thing as good advice badly given.

The life planning innovator hopes to spark hundreds of conversations aimed at building an ideal civilization.

The bank has expanded its financial advising benefit program from C-suite executives to employees who need help planning for their futures.

Terminating an advisor/client relationship isn’t solely at the discretion of the client.

Children are immature with money, so one advisor factors that into his approach by doling out the wealth in phases.

Advisors want to help clients discover their "sleep well at night factor" when it comes to cash reserves, one planner says.

Peace of mind, a comfortable life, happiness and gratitude are top wealth motivators, according to a new survey.

The platform provider is pushing the concept hard, but early reviews are mixed.

Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.