Retirement education

They can do research by visiting funeral homes to get a better understanding of cost and burial details.

Be sure to check if the original owner has started taking minimum distributions to ensure clients make the right decisions.

"Part of the conversation should be exploring how your client uses the health-care system," says a CFP.

Younger investors tend to have limited assets, but that doesn’t mean their advice needs are simple.

Many older workers don’t know they are allowed to take penalty-free withdrawals from their 401(k), 403(b) and 457 plans.

An average couple aged 65 who are about to retire this year will need $285,000 to cover healthcare expenses.

Ensure their contributions don't exceed the limits to avoid a penalty tax.

Seniors who hold retirement savings in various assets should develop a tax-efficient withdrawal strategy.

Lawmakers are poised to merge two bills that would make it easier for workers to save for retirement.

Just over half of clients expect it will be harder for the next generation in their family to feel comfortable financially.

About 19% of adults support elderly family members in some way.

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

The average woman will work 12 fewer years than a man, according to one expert. There’s a “slew of issues” around this topic.

Millennials are using TDFs more than others. Digital firms are paying attention.

Workers looking to retire comfortably are more in need of professional guidance than they realize — and there are a lot of them.

The SSA may tell your clients they can’t use this filing strategy. But author and consultant Brian Doherty says the agency is wrong.

Someone who starts saving from age 20 can sock away 90% less per month than someone who gets a later start at age 50 and still build the the same size of portfolio.

Careful planning and frugality can lead to early retirement – but only if clients are truly committed to the goal.

The typical tax-deffered savings account can easily hit $1 million — mathematically speaking.

Retirement investors should ensure that their portfolios can withstand rising interest rates, inflation and recessions.