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Middle-class Americans say paying off debt is their top financial priority. Financial advisors say a fixation on paying down debt can hurt in the long run.
November 3 -
An expert adviser explains the many considerations to take into account before deciding on this as an option for employees.
October 30
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Larry Sprung wasn't looking for love (authors), but he wound up finding a great set of clients.
October 28 -
Public-sector pensions are shifting more risk onto employees through hybrid designs, variable contributions and COLA changes, transforming retirement planning for millions.
October 27 -
The Social Security Administration announced its cost-of-living adjustment for beneficiaries — a figure advocates say fails to address the reality for most seniors.
October 24 -
Millions of small 401(k) balances end up in safe harbor IRAs, where fees and low returns erode growth. But advisors can help reclaim lost savings.
October 23 -
More seniors than ever are choosing Medicare Advantage, but the growth isn't universal. In some states, most still prefer original Medicare, according to a recent SmartAsset study.
October 20 -
New research from the National Council on Aging found that wealth plays a major role in longevity, a factor financial advisors say can dramatically alter retirement plans.
October 16 -
A new study finds many Americans are risking their own retirement security and health to support family members — with Gen X workers most at risk.
October 14 -
Tips and tricks on building a successful niche: This week, Andrew Barninger of Personal Wealth Advisory shares insights on financial planning for business owners looking for an exit.
October 13








