Retirement planning

An average 50-year-old woman in New York should begin socking away 49% of her income to her retirement account in order to live comfortably in her golden years, according to UBS study.

If a family contributes approximately $6,000 per year to an HSA, compounded at 6% growth for 20 years, that's $234,000 at retirement, says expert.

Retirees can change their Part D prescription-drug plans, Advantage plans, and/or switch from traditional Medicare to Medicare Advantage during open enrollment, which ends December 7.

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.

Advisors say clients are taking profits and hedging, even as their risk tolerance rebounds.

Oct. 16: Analysts say new products filling the void may reverse the trend.

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

About 28% of seniors polled by Nationwide claimed that their lives worsened after they retired.

The annual cost-of-living adjustment could increase by as much as 2% due to inflation spurred by recent hurricanes.

The strategy delivers good returns while addressing clients’ fears, if executed properly.