Retirement planning

Financial advice sometimes is — and isn’t — deductible.

Instead of amassing $1 million in savings, clients should consider asking themselves if they are prepared financially for several decades of retirement.

Many retirees kept their financial assets for at least 20 years after retiring, according to a study by the Employee Benefit Research Institute.

A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.

A Roth IRA is an excellent savings vehicle for older people as it is for younger clients.

Clients have to change their retirement goals and strategies over the years, starting off heavily in stock allocation while in their 30s.

Clients who think they have lost their retirement assets are advised to seek help from the Labor Department or nonprofit pension counseling centers funded by the Department of Health and Human Services.

Clients boost retirement contributions, but risk pullback weighs on business conditions for wealth managers.

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

Addressing the subject of mortality can be tough — but advisors can help make the conversation less painful.