Retirement planning

Retirement may begin with a choice between starting benefits or taking distributions.

Buying a home is generally considered better than renting, but some retirees may find the opposite is true in their situations.

A deep dive into millennial's financial habits shows a stark generational difference from boomers when it comes to leaving the nest.

Baby boomers have not considered how they will pay the cost of enjoying their time in retirement, according to a new study from Merrill Lynch and research firm Age Wave.

Those still accumulating for retirement can also be affected but there are some important caveats, explains Michael Kitces.

A typical fund with an expense ratio of 0.75% will set a young investor back by nearly a half million dollars over the span of 40 years; plus, the portfolio strategy your clients need before and during retirement.

If clients are seeking performance steadiness, help them build a diversified portfolio that includes exciting engine asset classes but also some that will act as safety brakes.

Taking advantage of this perk can help clients get much closer to securing their retirement; plus, what couples need to know about Social Security benefits.

Excess cash and over concentration in specific assets can lead to trouble.

The finalization of the Department of Labor’s recent fiduciary ruling has left more than one out of three retirement plan service providers uncertain of their professional status, according to a new industry survey.

Which funds that already reached their target year have had the best five-year returns?

How working longer can help elderly clients overcome a retirement benefit shortfall; plus, why basing a client's retirement plan on inheritance is a grave mistake.

Save clients big headaches by being aware of these RMD-related errors.

Investors often think their time and savings are running out and micromanage their investments despite having hired a financial adviser.

Nearly four decades after adopting passive investing techniques, Vanguard's founder finally sees the approach pay off; plus, Social Security filing tactics your clients need to consider.

Advisors are now helping clients think about living to 100 and beyond.