Retirement education

This debt “can hurt their ability to take on long-term financial planning because they are concerned with reaching a zero point,” says one therapist.

Fraudsters call seniors and get them to provide their Social Security number or pay a "processing fee" for the new Medicare card.

Your client’s long life could be the death of their retirement savings

The Roth IRA has very low contribution limits, while those in high-income groups may not qualify to contribute to the account.

Contributing $300 a month to a 401(k) over 40 years with an average 7% return will result in more than $700,000. So the benefits are there, but do your clients know the details?

The asset manager says its free tool for target date fund clients will "supplement the advisor conversation."

The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.

Retirement investors who want to buy bitcoins in a self-directed IRA should ensure they are in control of their own private key.

New FINRA rules will help the wealth management industry do its part to identify and prevent elder abuse.

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.

Younger employees could be too confident in the abilities of automated retirement investment tools, study finds.

The group hopes to have about 1,000 holders of its new retirement planning designation within three years.

Help clients determine not only when to retire, but if they should consider working at least part time in the early years.

"Maybe commissions aren’t so evil after all?"

A new body of research suggests an ideal retirement-planning approach may exist — but buyer beware.

Clients can enjoy their later years without the worries of work, but will also lose the additional earnings.

Clients' statements have invaluable information and are a great launch pad for discussing retirement planning.

Contributing to a retirement account while paying off student debt is a way for clients to see that compound interest can work for them.

Some consumer advocates worry that this will negatively affect small businesses and middle- and low-income Americans.

Getting to know clients’ children will help advisors hone their services and keep their businesses thriving while retirement withdrawals chip away at AUM.