Retirement readiness

Emotion-driven decisions may result in portfolios that retirees find palatable, but they are also likely to result in lower returns.

It’s better to have these conversations long before your clients need to use a policy.

Advisers tend to be too optimistic about what selling the practice will mean for their golden years.

Long-term financial health depends much more on persistence than on being brilliant. Here's how to convince the recalcitrant.

It's possible to use these distributions to preserve clients' savings well past their anticipated lifespan.

The two firms will offer a “seamless and efficient” solution between compensation and retirement fund allocations.

An avid runner, adviser Melissa Sotudeh finds striking similarities between her passion and her practice.

One important somber step for 40-something clients is to consider what happens to their assets when they die.