Retirement

It would raise enough new revenue to more than restore long-term balance of the program.

About 19% of adults support elderly family members in some way.

The new tools are meant to help advisors manage a growing number of clients in retirement.

Even middle-class households who have health insurance are at risk, as a researcher points out that they are the ones who filed for the most bankruptcies.

Maryland and New Jersey are among the least-appealing places for employees to spend their post-work years, due in part to affordability, health costs and overall quality of life.

No client wants to pay up. But, some could benefit from more tax exposure in retirement than actual spending.

Lawmakers and policymakers should make retirement savings plans universally available if they want to help Americans secure their golden years.

Virginia and Colorado are among the most-appealing locations for retirees to spend their golden years, due in part to top scores in affordability, health-related factors and overall quality of life.

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.