Longevity strategies

Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact.

Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them.

Could single premium immediate annuities be the answer to ultralow rates?

Too often succession plans tend to be all-or-nothing. There are better ways.

Grandparents are advised to give cash gifts without putting their future financial security at risk.

The Trump administration unveiled its proposed budget that includes provisions that would enable Medicare beneficiaries to contribute to a health savings account.

As clients live longer, advisor firms’ planning strategies are shifting to accommodate.

One tip for seniors: They should register their My Social Security account as early as they can before other people can create the account.

About 77% of people 50 and older want to stay where they are as long as possible, according to a survey. But clients who want to — or have to — move, have a number of options each with pros and cons.

Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.