Retirement planning

Retirement doesn't have to mean scrimping and saving. Here are five parts of the country where seniors are living large in their golden years.

Romantic partners usually agree on their broad retirement goals, a new Ameriprise study shows. But the consensus breaks down over smaller questions.

Late-in-life divorces have more than doubled since 1990, and they often decimate retirement savings. How can gray divorcees shore up their finances?

The "magic number" Americans think they'll need for a comfortable retirement went way up this year — but their actual savings went down.

For many facing the post-career phase of their lives, retirement is less about finance and more about the need for continued meaning and purpose.

RIAs must consider the bottom line when evaluating health care planning options, but the positives of delivering more holistic and comprehensive planning to your clients should not be overlooked.

Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.

A sometimes-overlooked measure of the 2022 law could put free money into millions of workers' retirement plans.

Is it possible to keep saving for retirement after you've lost your job? A former tech worker in New York asks the experts.

From baby boomers to Generation Z, Americans have a wide range of advantages and disadvantages when it comes to saving for retirement. Here's how they compare.

Clients across generations have different expectations of their financial advisors. Here's how everyone wins.

After IBM unfroze its pension, some wondered if this was the start of a defined-benefit renaissance. Researchers say that's not what it was about.

Downsizing in retirement is common. What's less common is building the new home yourself. Can a senior in California pull it off?

Total annuity sales easily eclipsed 2022 — which had set an all-time record.

From knowing your demographics to understanding RMDs, these are some of the best opportunities for tax planners to demonstrate their value to clients this year.

The Internal Revenue Service provided initial guidance to aid employers in establishing pension-linked emergency savings accounts, an outgrowth of the wide-ranging SECURE 2.0 Act of 2022.

Nicole Cope, director of Ally Invest Advisors, explains the challenges and benefits of working with each generation on their retirement savings, from baby boomers to Gen Z.

Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients.

Social Security is getting a 3.2% boost this month — but retirees' expenses have risen by more than triple that rate since last year.

From "You can't retire yet" to "Your husband is gambling away your savings," here are the toughest conversations wealth managers have with their customers — and how to get through them.