Millennials

Raising the payroll tax is the easy way (in theory); here are other solutions for funding the Social Security shortfall.

Clients have a hundred—if not a thousand—possible options to consider when claiming Social Security benefits.

Clients shouldn't let their egos get in the way when making investment decisions. They will be better served with a dispassionate asset mix that's rebalanced annually, rather than making investing decisions "in purely personal terms."

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.

The challenge for Tim Buckley isn’t just managing growth. It’s ensuring they can keep investors’ feet on the ground.

Annual contribution limits for 401(k) plans have been raised to $18,500 this year, with catch-up contribution limits capped at $6,000.

The popularity of mobile-first investment apps will help automated advice mature, researchers predict.

Clients who prefer a simple retirement investing strategy should consider a dividend stock index fund.

Planners have picked up some bad habits over the years. Here’s what do to about it.

Many millennials find it difficult to think beyond their student debt, which averages $32,731 with an average monthly payment of $393, according to the Federal Reserve.