Retirement education

Once advisors have this conversation with clients, it can turn into a powerful referral source, says Rob Kron, head of investment and retirement education at BlackRock.

Clients ready to quit the workforce in advance need to understand the impact of doing so on their Social Security benefits, Michael Kitces writes.

These plans once merely supplemented health insurance. Now they are a vital part of a broader retirement strategy.

Yes, advisers can invest these funds in nontraditional assets, but you must understand the risks before giving clients the OK.

The average score of correct answers was 47%, and only 5% of respondents earned a grade higher than C.

Vault and Retiremap are launching products this week that are designed to help people stash cash where they can.

Wealth management is a business full of abbreviations — test yourself to see if you're up to speed.

Young clients are focused on short-term needs rather than building an entire plan toward a retirement date.

So many terms, so little time. Test yourself using our third installment of our quiz series.

You may know more than you think. Here's a great way to test yourself.

Here are key takeaways from a Department of Labor fact sheet.

There are plenty of planning terms out there. Click through to study up on a few you may not know.

Two planners spell out the common psychological biases that prevent clients from maximizing their benefits.

These kids "are making bad choices, but they don’t realize it because everybody around them is making bad choices, too," says this fee-only adviser who specializes in advising members of the armed services.

Financial literacy is low, and advisers have the opportunity and digital tools to establish themselves as trusted educators.

About one in four U.S. employees say they won’t be able to retire until after 70, and 5% think they'll never be able to retire, according to a survey.

Why they should stay up-to-date with mergers and the financial difficulties of their past employers.

Once clients form concrete goals, some discover they need to shift their financial plan.

Key issues to consider when strategizing clients' future financial health.

Under the current estimate, 2034 is the year when the administration can no longer pay full benefits. But the program should still be able to pay three-quarters of benefits at that time and for decades afterward.