Retirement readiness

Finance professor Tom Warschauer calls on the academic research community to improve communication and further understanding of clients' behavior.

Lawmakers agreed to form a congressional committee that would look into multiemployer plans and develop a measure to fix these plans' insolvency woes.

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.

Retirees are advised to step back to get a better perspective and then review their asset allocation in their portfolio.

The revamped toolset includes financial planning software and fraud and identity theft protection.

As long as their earnings won't exceed the limit set by the Social Security Administration, they will not lose their benefits.

Moving to a retirement community is a great option for seniors if they don't have enough support from family and friends and they have a sizeable nest egg to finance such an arrangement.

As advisors, we are supposed to be the calm in the storm for our clients — let’s make sure our messaging does that quickly and effectively.

Solid financial planning is a key component in helping demystify these government programs.

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.