Retirement

One tip for seniors: They should register their My Social Security account as early as they can before other people can create the account.

About 77% of people 50 and older want to stay where they are as long as possible, according to a survey. But clients who want to — or have to — move, have a number of options each with pros and cons.

Retirees often underestimate the cost of the second-largest expense for people 65 and older.

Seniors are more likely to opt for the standard deduction, which increased under the new tax law, but those who want to maximize their deductions have several considerations.

Scammers are notorious for stealing social security numbers to file fake returns, an expert warns.

Lawmakers this year are expected to pursue measures that will help Americans enhance their retirement prospects.

A recent ruling by the U.S. Labor Department could open the door for automatic 401(k) transfers between employers, which means fewer workers will be tempted to cash out.

Getting clients to think realistically about their post-work years is tough, but this one question quickly gets to the heart of the matter, says Trilogy Financial CEO Jeff Motske.

Millennials lag behind in terms of credit card debt and retirement savings, but they spend the most on vacation, dining out and other unnecessary expenses, according to a new study.

Conventional wisdom says to postpone filing for benefits until full retirement age or, even better, until your 70th birthday. Are there some cases when that doesn't apply?

Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.

One approach to determine a retirement withdrawal rate is to set a fixed percentage of their portfolio every year, says an expert. But there are other strategies, as well.

The latest funding round puts Acorns, led by CEO Noah Kerner, at a reported valuation of $860 million.

Compared to lower earners, clients with moderate and higher incomes will owe more taxes on the distributions from tax-deferred accounts after they retire.

Many Americans affected by the partial government shutdown are tapping their retirement savings and taking other financial options.

A planner becomes a certified foster parent and grapples with loss when the child he has fostered is adopted by another family.

In many ways, the restricted application is similar to the old file and suspend strategy, which was disallowed in 2016. However, there is one big difference.

All 20 funds posted losses over the last year.

Cash is becoming an attractive security blanket again for investors amid rising interest rates and stock market volatility, says an expert.