Retirement readiness

Clients shouldn't let their egos get in the way when making investment decisions. They will be better served with a dispassionate asset mix that's rebalanced annually, rather than making investing decisions "in purely personal terms."

If estate planning documents don't use the right language, it can sometimes lead to costly and time-consuming alternatives.

Adding five years to their working years will enable clients to replace their pre-retirement income by up to 90% instead of 60% in some cases.

Help clients determine not only when to retire, but if they should consider working at least part time in the early years.

M&A deals have picked up pace as tech firms bring more complex products to market.

Retirees should stick to their strategies and diversify their portfolios with various sources of income.

The funded ratio for defined benefit plans at Fortune 1,000 firms rose to 83% at the end of 2017, a new report says.

One strategy to enhance financial prospects is to get a part-time job via the gig economy.

Many millennials find it difficult to think beyond their student debt, which averages $32,731 with an average monthly payment of $393, according to the Federal Reserve.