Retirement income

Offering a prepaid, monitored debit card gives True Link an edge in elderly retirement advice space

Borrowing against the value of one’s 401(k) is a great way to ride out a low-yield environment, right? Think again, Michael Kitces writes.

The cost-of-living increase is the largest in the last five years, but still just $25 a month on average.

Despite a sales dropoff, experts forecast growth from product innovation and latent demand.

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

Roughly 15% of government workers are eligible to retire, but for most government jobs there is no mandatory retirement age.

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

When developing a plan to offset the potential shortfall of Social Security benefits in the long term, annual rebalancing is one step clients should take.

When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.

Advisors must contend not only with the emotional and psychological issues facing their clients. They must also navigate complex family relationships, while juggling a slew of financial challenges that don't always have easy fixes.