Health and wellness

The worry that many clients feel about the possible reduction in their future retirement benefits as a result of Social Security's dwindling trust fund is misplaced, says expert.

The average retiree may need to save far less than you are currently projecting.

Debt among 65-year-olds has increased by 48% between 2003 and 2015, according to research by the Federal Reserve Bank of New York.

While many retirees have prepped well for whatever the economy and markets may bring, far too many others have not, an expert says.

It's not easy to talk about health and sickness with clients, but advisors must explain the options.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

The investment research firm debuted three new data sets that can help advisors evaluate investment options for clients.

Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.

The new tax law has nearly doubled the standard deduction and limits the deduction for state and local taxes, making it less likely for taxpayers to itemize their deductions.